Allworth Financial LP
CIK
0001555170
City
SACRAMENTO
State / Country
CA
Holdings in JRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $88,539 | 6,551 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $85,627 | 6,051 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $80,450 | 6,001 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $77,112 | 6,001 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $72,286 | 6,001 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $81,463 | 6,001 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $72,524 | 6,001 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $70,677 | 6,001 | Shares | Sole | 2024-04-25 |
| 2023-03-31 | $3,497 | 300 | Shares | Sole | 2023-04-18 |