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Disclosery

Allworth Financial LP: BNY position timeline

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

Allworth Financial LP held 32,561 BNY 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 32,561 shares
    Change vs previous 13F -2,438 shares

    0.02% of the 13F portfolio, value $4,708,638.

    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 34,999 shares
    Change vs previous 13F +1,136 shares

    0.02% of the 13F portfolio, value $4,151,973.

    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 33,863 shares
    Change vs previous 13F +2,933 shares

    0.02% of the 13F portfolio, value $3,931,179.

    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 30,930 shares
    Change vs previous 13F -458 shares

    0.01% of the 13F portfolio, value $3,370,164.

    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 31,388 shares
    Change vs previous 13F +4,916 shares

    0.01% of the 13F portfolio, value $2,859,790.

    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 26,472 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $2,083,857.

    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 26,702 shares
    Change vs previous 13F +18,246 shares

    0.01% of the 13F portfolio, value $2,251,775.

    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 8,456 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $607,633.

    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).