Allworth Financial’s Piedmont Lithium PLL Stock Holding History

Allworth Financial’s Portfolio PLL Stock Details PLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5	Closed	-$30	–	5014
2025 Q2	$30	Hold	5	–	–	﹤0.01%	4493
2025 Q1	$45	Sell	5 -1	-17%	-$8	﹤0.01%	3983
2024 Q4	$51	Buy	6 +1	+20%	+$12	﹤0.01%	3874
2024 Q3	$45	Buy	+5	New	+$45	﹤0.01%	3691
2024 Q2	–	Sell	-862	Closed	-$11.5K	–	3773
2024 Q1	$11.5K	Buy	862 +815	+1,734%	+$13.1K	﹤0.01%	2048
2023 Q4	$1.33K	Sell	47 -9	-16%	-$264	﹤0.01%	2851
2023 Q3	$2.22K	Buy	56 +42	+300%	+$2.04K	﹤0.01%	2494
2023 Q2	$808	Buy	14 +9	+180%	+$515	﹤0.01%	2795
2023 Q1	$301	Hold	5	–	–	﹤0.01%	2938
2022 Q4	$220	Buy	+5	New	+$277	﹤0.01%	2770

Other funds holding PLL

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allworth Financial's PLL Position: Q3 2025 in Review

Allworth Financial sold out of Piedmont Lithium (PLL) in Q3 2025, closing a stake of 5 shares — an estimated $30 sold.

Allworth Financial first reported a position in PLL in Q4 2022 and held it in 10 quarters. The position peaked at $11.5K in Q1 2024. 1 fund tracked by Wall St. Rank holds PLL as of Q3 2025.

Allworth Financial reported no remaining Piedmont Lithium position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 5 Piedmont Lithium shares in Q3 2025, an estimated $30.
Allworth Financial first reported a position in Piedmont Lithium in Q4 2022 and held it in 10 quarters.
Allworth Financial's Piedmont Lithium position peaked at $11.5K in Q1 2024.
1 fund tracked by Wall St. Rank held Piedmont Lithium as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.