Allworth Financial LP ETHZ — FORUM MARKETS INC

Ownership history in Allworth Financial LP  ·  3 quarters on record

AI Ownership Summary

Allworth Financial LP reported FORUM MARKETS INC (ETHZ) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows ETHZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETHZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allworth Financial LP's position in FORUM MARKETS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

ETHZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Allworth Financial LP held ETHZ — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 148 — 0% 0.00% $804 2026-11-06 $5.49
2026 Q2 UNCHANGED — — — 148 — 0% 0.00% $804 2026-08-11 $5.49
2026 Q1 INITIATED — — — 148 — — 0.00% $428 2026-05-15 $5.49

FAQ About Allworth Financial LP and ETHZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allworth Financial LP reported owning ETHZ?

Allworth Financial LP reported ETHZ across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported ETHZ position in Allworth Financial LP's portfolio?

The largest reported portfolio weight for ETHZ was 0.00% in 2026 Q2.

What is the latest reported ETHZ position on this page?

The most recent filing on this page is 2026 Q3, when Allworth Financial LP reported 148 shares, equal to 0.00% of portfolio, with an estimated market value of $804.

What does the chart on this ETHZ ownership page compare?

The chart compares Allworth Financial LP's quarterly ETHZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Allworth Financial LP Holdings