Skip to content
Disclosery

Allworth Financial LP: BWA position timeline

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

Allworth Financial LP held 8,365 BWA 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 8,365 shares
    Change vs previous 13F -246 shares

    <0.01% of the 13F portfolio, value $555,450.

    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 8,611 shares
    Change vs previous 13F +1,267 shares

    <0.01% of the 13F portfolio, value $467,249.

    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 7,344 shares
    Change vs previous 13F +1,351 shares

    <0.01% of the 13F portfolio, value $330,936.

    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 5,993 shares
    Change vs previous 13F +4,310 shares

    <0.01% of the 13F portfolio, value $263,434.

    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 1,683 shares
    Change vs previous 13F +246 shares

    <0.01% of the 13F portfolio, value $56,351.

    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 1,437 shares
    Change vs previous 13F +793 shares

    <0.01% of the 13F portfolio, value $40,867.

    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 644 shares
    Change vs previous 13F +331 shares

    <0.01% of the 13F portfolio, value $20,468.

    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 313 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,359.

    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).