Skip to content
Disclosery

Allworth Financial LP: BIV position timeline

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

Allworth Financial LP held 186,067 BIV 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 186,067 shares
    Change vs previous 13F -955 shares

    0.06% of the 13F portfolio, value $14,271,361.

    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 187,022 shares
    Change vs previous 13F +2,313 shares

    0.06% of the 13F portfolio, value $14,434,346.

    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 184,709 shares
    Change vs previous 13F +5,354 shares

    0.06% of the 13F portfolio, value $14,385,139.

    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 179,355 shares
    Change vs previous 13F +411 shares

    0.06% of the 13F portfolio, value $14,005,833.

    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 178,944 shares
    Change vs previous 13F -5,905 shares

    0.07% of the 13F portfolio, value $13,839,518.

    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 184,849 shares
    Change vs previous 13F +1,101 shares

    0.08% of the 13F portfolio, value $14,096,621.

    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 183,748 shares
    Change vs previous 13F +77,539 shares

    0.08% of the 13F portfolio, value $13,736,982.

    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 106,209 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,323,635.

    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).