Allworth Financial’s Everpure Inc P Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.85M | Buy |
86,941
+40,511
| +87% | +$2.97M | 0.03% | 299 |
|
|
2026
Q1 | $2.74M | Buy |
46,430
+1,225
| +3% | +$83K | 0.01% | 467 |
|
|
2025
Q4 | $3.03M | Buy |
45,205
+12,375
| +38% | +$1.03M | 0.01% | 450 |
|
|
2025
Q3 | $2.75M | Sell |
32,830
-5,084
| -13% | -$338K | 0.01% | 445 |
|
|
2025
Q2 | $2.18M | Buy |
37,914
+37,167
| +4,976% | +$1.85M | 0.01% | 460 |
|
|
2025
Q1 | $33.7K | Buy |
747
+146
| +24% | +$8.81K | ﹤0.01% | 1756 |
|
|
2024
Q4 | $43.5K | Buy |
601
+73
| +14% | +$4.07K | ﹤0.01% | 1649 |
|
|
2024
Q3 | $26.5K | Buy |
528
+29
| +6% | +$1.64K | ﹤0.01% | 1736 |
|
|
2024
Q2 | $29.5K | Buy |
499
+50
| +11% | +$2.89K | ﹤0.01% | 1633 |
|
|
2024
Q1 | $23.3K | Buy |
449
+70
| +18% | +$3.13K | ﹤0.01% | 1685 |
|
|
2023
Q4 | $13.5K | Buy |
379
+67
| +21% | +$2.35K | ﹤0.01% | 1861 |
|
|
2023
Q3 | $11.1K | Buy |
312
+46
| +17% | +$1.71K | ﹤0.01% | 1804 |
|
|
2023
Q2 | $9.79K | Sell |
266
-1,245
| -82% | -$35.3K | ﹤0.01% | 1868 |
|
|
2023
Q1 | $38.5K | Buy |
1,511
+113
| +8% | +$3.05K | ﹤0.01% | 1171 |
|
|
2022
Q4 | $37.4K | Buy |
1,398
+61
| +5% | +$1.77K | ﹤0.01% | 1125 |
|
|
2022
Q3 | $37K | Sell |
1,337
-498
| -27% | -$14.1K | ﹤0.01% | 1071 |
|
|
2022
Q2 | $47K | Buy |
1,835
+528
| +40% | +$14.6K | ﹤0.01% | 927 |
|
|
2022
Q1 | $46K | Buy |
1,307
+7
| +0.5% | +$204 | ﹤0.01% | 923 |
|
|
2021
Q4 | $42K | Hold |
1,300
| – | – | ﹤0.01% | 892 |
|
|
2021
Q3 | $33K | Hold |
1,300
| – | – | ﹤0.01% | 891 |
|
|
2021
Q2 | $25K | Hold |
1,300
| – | – | ﹤0.01% | 793 |
|
|
2021
Q1 | $28K | Hold |
1,300
| – | – | ﹤0.01% | 704 |
|
|
2020
Q4 | $29K | Hold |
1,300
| – | – | ﹤0.01% | 583 |
|
|
2020
Q3 | $20K | Hold |
1,300
| – | – | ﹤0.01% | 569 |
|
|
2020
Q2 | $23K | Hold |
1,300
| – | – | ﹤0.01% | 562 |
|
|
2020
Q1 | $16K | Hold |
1,300
| – | – | ﹤0.01% | 603 |
|
|
2019
Q4 | $22K | Hold |
1,300
| – | – | ﹤0.01% | 510 |
|
|
2019
Q3 | $22K | Hold |
1,300
| – | – | ﹤0.01% | 445 |
|
|
2019
Q2 | $20K | Hold |
1,300
| – | – | ﹤0.01% | 461 |
|
|
2019
Q1 | $28K | Sell |
1,300
-800
| -38% | -$15.2K | ﹤0.01% | 401 |
|
|
2018
Q4 | $34K | Hold |
2,100
| – | – | ﹤0.01% | 336 |
|
|
2018
Q3 | $54K | Buy |
+2,100
| New | +$52.2K | ﹤0.01% | 281 |
|
Other funds holding P
DGI
Allworth Financial's P Position: Q2 2026 in Review
Allworth Financial increased its Everpure Inc (P) stake by 87% in Q2 2026, buying an estimated $2.97M and bringing the position to 86,941 shares worth $6.85M. The position accounts for 0.03% of the portfolio, ranked #299.
Allworth Financial first reported a position in P in Q3 2018 and has held it in 32 quarters since. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.
- Allworth Financial held 86,941 shares of Everpure Inc worth $6.85M as of Q2 2026.
- Allworth Financial bought 40,511 Everpure Inc shares in Q2 2026, an estimated $2.97M.
- Everpure Inc made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #299 holding.
- Allworth Financial first reported a position in Everpure Inc in Q3 2018 and has held it in 32 quarters since.
- 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.