Allworth Financial LP: BFAM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on BFAM, newest first. How the timeline and the estimate are built.
Allworth Financial LP held 2,718 BFAM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,718 sharesChange vs previous 13F +300 shares
<0.01% of the 13F portfolio, value $192,652.
13F-HR 0001140361-26-032279 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,418 sharesChange vs previous 13F +1,440 shares
<0.01% of the 13F portfolio, value $198,591.
13F-HR 0001140361-26-021379 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 978 sharesChange vs previous 13F +231 shares
<0.01% of the 13F portfolio, value $99,170.
13F-HR 0001140361-26-003753 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 747 sharesChange vs previous 13F +609 shares
<0.01% of the 13F portfolio, value $81,102.
13F-HR 0001140361-25-044001 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 138 sharesChange vs previous 13F +68 shares
<0.01% of the 13F portfolio, value $17,056.
13F-HR 0001140361-25-029630 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 70 sharesChange vs previous 13F +14 shares
<0.01% of the 13F portfolio, value $8,382.
13F-HR 0001140361-25-016624 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 56 sharesChange vs previous 13F -169 shares
<0.01% of the 13F portfolio, value $6,519.
13F-HR 0001140361-25-002456 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 225 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $31,530.
13F-HR 0001140361-24-044001 filed by Allworth Financial LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).