Current Market Value 20,881,104,345
Current Holdings 4587
Most Recent File Date 2025-08-07
Total Filings on Record 54
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Allworth Financial LP . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-07 2025-06-30 13F-HR 4587 20,881,104
2025-04-30 2025-03-31 13F-HR 4055 17,752,714
2025-01-30 2024-12-31 13F-HR 3938 18,177,312
2024-10-23 2024-09-30 13F-HR 3747 16,423,838
2024-07-24 2024-06-30 13F-HR 3692 15,507,428
2024-04-25 2024-03-31 13F-HR 3598 14,151,982
2024-01-24 2023-12-31 13F-HR 3449 13,078,981
2023-10-31 2023-09-30 13F-HR 3432 11,670,215
2023-07-18 2023-06-30 13F-HR 3249 11,792,903
2023-04-18 2023-03-31 13F-HR 3181 9,961,056
2023-01-13 2022-12-31 13F-HR 2981 9,027,336
2022-11-14 2022-09-30 13F-HR/A 1 R 3037 7,917,056
2022-10-18 2022-09-30 13F-HR 3037 7,917,056
2022-07-13 2022-06-30 13F-HR 2826 7,306,060
2022-04-22 2022-03-31 13F-HR 2368 7,841,166
2022-01-21 2021-12-31 13F-HR 2080 7,054,297
2021-11-02 2021-09-30 13F-HR 1986 5,993,538
2021-08-02 2021-06-30 13F-HR 1605 5,410,356
2021-04-29 2021-03-31 13F-HR 1556 4,868,737
2021-01-26 2020-12-31 13F-HR 1437 3,812,295
2020-11-03 2020-09-30 13F-HR 1243 3,320,673
2020-07-24 2020-06-30 13F-HR 1252 3,242,568
2020-04-17 2020-03-31 13F-HR 1338 3,009,277
2020-01-16 2019-12-31 13F-HR 1112 2,846,139
2019-10-09 2019-09-30 13F-HR 1018 2,620,433
2019-07-25 2019-06-30 13F-HR 1011 2,563,135
2019-05-07 2019-03-31 13F-HR 1027 2,308,060
2019-02-11 2018-12-31 13F-HR 908 2,025,175
2018-10-29 2018-09-30 13F-HR 926 2,208,154
2018-08-08 2018-06-30 13F-HR 972 2,090,274
2018-05-01 2018-03-31 13F-HR 894 1,298,202
2018-02-21 2017-12-31 13F-HR 818 1,282,457
2017-10-12 2017-09-30 13F-HR 774 1,213,078
2017-08-07 2017-06-30 13F-HR 773 1,132,181
2017-05-09 2017-03-31 13F-HR 794 1,062,539
2017-02-02 2016-12-31 13F-HR 718 987,122
2017-02-07 2016-09-30 13F-HR 740 950,730
2016-08-22 2016-06-30 13F-HR 682 892,238
2016-05-16 2016-03-31 13F-HR 655 799,368
2016-02-16 2015-12-31 13F-HR 672 553,387
2015-10-30 2015-09-30 13F-HR 669 281,088
2015-08-06 2015-06-30 13F-HR 638 280,249
2015-06-01 2015-03-31 13F-HR 636 268,914
2015-03-09 2014-12-31 13F-HR/A 2 R 122 264,355
2015-02-17 2014-12-31 13F-HR/A 1 R 123 264,600
2015-01-09 2014-12-31 13F-HR 123 264,600
2015-03-09 2014-09-30 13F-HR/A 1 R 93 257,188
2014-10-08 2014-09-30 13F-HR 94 257,621
2015-03-09 2014-06-30 13F-HR/A 1 R 92 221,736
2014-07-07 2014-06-30 13F-HR 93 222,304
2014-04-04 2014-03-31 13F-HR 77 228,315
2014-02-14 2013-12-31 13F-HR 68 202,108
2013-11-14 2013-09-30 13F-HR 74 192,894
2013-07-03 2013-06-30 13F-HR 65 178,057