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Disclosery

Allworth Financial LP: BSV position timeline

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

Allworth Financial LP held 15,333,291 BSV 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 15,333,291 shares
    Change vs previous 13F -2,192,350 shares

    5.08% of the 13F portfolio, value $1,194,616,732.

    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 17,525,641 shares
    Change vs previous 13F -2,099,297 shares

    5.59% of the 13F portfolio, value $1,374,185,505.

    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 19,624,938 shares
    Change vs previous 13F +464,718 shares

    6.35% of the 13F portfolio, value $1,546,641,429.

    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 19,160,220 shares
    Change vs previous 13F +474,427 shares

    6.69% of the 13F portfolio, value $1,511,932,967.

    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 18,685,793 shares
    Change vs previous 13F +267,419 shares

    7.05% of the 13F portfolio, value $1,470,571,925.

    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 18,418,374 shares
    Change vs previous 13F +4,768,521 shares

    8.13% of the 13F portfolio, value $1,442,527,072.

    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 13,649,853 shares
    Change vs previous 13F +1,455,100 shares

    5.81% of the 13F portfolio, value $1,055,679,615.

    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 12,194,753 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $959,605,178.

    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).