Allworth Financial LP
Position in XOVR — EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
CIK 1555170
FOLSOM, CA
Position in XOVR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$54,477
+$20,697 QoQ
Shares Held
2,588
+29.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 85 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOVR Over Time
Shares Held
Position Value (USD)
All Filings in XOVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,477 | 2,588 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $33,780 | 2,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,280 | 2,000 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||