Skip to content
Disclosery

Allworth Financial LP: BYLD position timeline

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

Allworth Financial LP held 109,141 BYLD 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 109,141 shares
    Change vs previous 13F +46,621 shares

    0.01% of the 13F portfolio, value $2,472,053.

    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 62,520 shares
    Change vs previous 13F +1,271 shares

    0.01% of the 13F portfolio, value $1,408,582.

    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 61,249 shares
    Change vs previous 13F -123 shares

    0.01% of the 13F portfolio, value $1,394,922.

    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 61,372 shares
    Change vs previous 13F +1,198 shares

    0.01% of the 13F portfolio, value $1,406,647.

    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 60,174 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $1,360,535.

    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 60,182 shares
    Change vs previous 13F -22,300 shares

    0.01% of the 13F portfolio, value $1,338,448.

    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 82,482 shares
    Change vs previous 13F -3,670 shares

    0.01% of the 13F portfolio, value $1,836,050.

    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 86,152 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,974,604.

    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).