Question 1

How many shares of ADV does Allworth Financial LP own?

Accepted Answer

As of 2026-Q2, Allworth Financial LP holds 165 shares of ADV (ADVANTAGE SOLUTIONS INC).

Question 2

What is Allworth Financial LP's ADV position worth?

Accepted Answer

As of 2026-Q2, Allworth Financial LP's ADV position is worth $7,135.

Question 3

Is Allworth Financial LP buying or selling ADV?

Accepted Answer

In 2026-Q2, Allworth Financial LP increased their ADV position (+415.6% change in shares).

Question 4

When did Allworth Financial LP first buy ADV?

Accepted Answer

Based on available 13F filings, Allworth Financial LP first reported a position in ADV in 2024-Q3. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	165	+415.6%	$7,135	0.0%	$43.24	18
2026-Q1	New	32	—	$677	0.0%	$0.55	17
2025-Q4	Exited	0	-100.0%	$0	0.0%	$0.86	0
2025-Q3	New	181	—	$277	0.0%	$1.54	17
2024-Q4	Exited	0	-100.0%	$0	0.0%	$2.91	0
2024-Q3	Unchanged	80	0.0%	$275	0.0%	$3.51	0