Allworth Financial LP
CIK
0001555170
City
SACRAMENTO
State / Country
CA
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $28,690 | 1,380 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $32,027 | 1,480 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $30,384 | 1,480 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $15,787 | 780 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $15,553 | 780 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $2,150 | 100 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $1,920 | 100 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $1,917 | 100 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $1,775 | 100 | Shares | Sole | 2024-01-24 |
| 2023-09-30 | $1,677 | 100 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $1,742 | 100 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $1,816 | 100 | Shares | Sole | 2023-04-18 |