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Disclosery

Allworth Financial LP: BALT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on BALT, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 31,407 BALT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,407 shares
    Change vs previous 13F +403 shares

    <0.01% of the 13F portfolio, value $1,076,318.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,004 shares
    Change vs previous 13F -24 shares

    <0.01% of the 13F portfolio, value $1,037,549.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,028 shares
    Change vs previous 13F -6,030 shares

    <0.01% of the 13F portfolio, value $1,039,749.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,058 shares
    Change vs previous 13F +3,207 shares

    0.01% of the 13F portfolio, value $1,216,244.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,851 shares
    Change vs previous 13F +8,146 shares

    0.01% of the 13F portfolio, value $1,085,941.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,705 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $804,824.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,674 shares
    Change vs previous 13F +13,532 shares

    <0.01% of the 13F portfolio, value $813,353.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,142 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $374,338.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).