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Disclosery

Allworth Financial LP: BE position timeline

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

Allworth Financial LP held 2,507 BE 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 2,507 shares
    Change vs previous 13F +726 shares

    <0.01% of the 13F portfolio, value $758,921.

    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 1,781 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $241,308.

    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 1,809 shares
    Change vs previous 13F +500 shares

    <0.01% of the 13F portfolio, value $157,185.

    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 1,309 shares
    Change vs previous 13F -9,697 shares

    <0.01% of the 13F portfolio, value $110,703.

    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 11,006 shares
    Change vs previous 13F +10,159 shares

    <0.01% of the 13F portfolio, value $263,264.

    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 847 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $15,365.

    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 819 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $20,910.

    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 805 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,501.

    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).