Allworth Financial LP
Holdings in EPM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,478 | 700 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $3,017 | 626 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $2,820 | 600 | Shares | Sole | 2025-08-07 |
| 2023-06-30 | $548 | 68 | Shares | Sole | 2023-07-18 |