Allworth Financial LP
CIK
0001555170
City
SACRAMENTO
State / Country
CA
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $98,496 | 4,163 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $102,498 | 4,133 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $53,867 | 2,303 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $54,464 | 2,276 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $49,545 | 2,250 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $18,343 | 790 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $15,965 | 790 | Shares | Sole | 2024-07-24 |
| 2023-12-31 | $13,279 | 700 | Shares | Sole | 2024-01-24 |
| 2023-09-30 | $12,432 | 700 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $27,662 | 1,356 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $28,909 | 1,356 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $30,998 | 1,356 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $28,421 | 1,356 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $31,120 | 1,356 | Shares | Sole | 2022-07-13 |
| 2022-03-31 | $34,659 | 1,356 | Shares | Sole | 2022-04-22 |
| 2021-12-31 | $24,999 | 956 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $15,009 | 656 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $16,334 | 656 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $15,409 | 656 | Shares | Sole | 2021-04-29 |
| 2020-12-31 | $13,802 | 656 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $12,523 | 656 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $12,634 | 656 | Shares | Sole | 2020-07-24 |
| 2020-03-31 | $11,539 | 656 | Shares | Sole | 2020-04-17 |