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Disclosery

Allworth Financial LP: BSVO position timeline

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

Allworth Financial LP held 223,574 BSVO 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 223,574 shares
    Change vs previous 13F -29,047 shares

    0.03% of the 13F portfolio, value $6,526,051.

    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 252,621 shares
    Change vs previous 13F -4,886 shares

    0.03% of the 13F portfolio, value $6,408,989.

    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 257,507 shares
    Change vs previous 13F -9,938 shares

    0.02% of the 13F portfolio, value $5,999,907.

    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 267,445 shares
    Change vs previous 13F -11,967 shares

    0.03% of the 13F portfolio, value $6,057,977.

    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 279,412 shares
    Change vs previous 13F -268,918 shares

    0.03% of the 13F portfolio, value $5,694,417.

    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 548,330 shares
    Change vs previous 13F +83,665 shares

    0.06% of the 13F portfolio, value $10,089,265.

    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 464,665 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $10,264,441.

    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).