Allworth Financial LP
CIK
0001555170
City
SACRAMENTO
State / Country
CA
Holdings in BDJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $443,009 | 46,731 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $415,479 | 45,607 | Shares | Sole | 2025-12-02 |
| 2025-06-30 | $402,503 | 45,276 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $11,386 | 1,324 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $3,519 | 425 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $20,976 | 2,425 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $19,812 | 2,425 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $17,325 | 2,100 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $769 | 100 | Shares | Sole | 2024-01-24 |
| 2023-09-30 | $761 | 100 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $834 | 100 | Shares | Sole | 2023-07-18 |
| 2023-03-31 | $859 | 100 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $901 | 100 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $811 | 100 | Shares | Sole | 2022-10-18 |
| 2020-06-30 | $18,350 | 2,500 | Shares | Sole | 2020-07-24 |
| 2020-03-31 | $16,325 | 2,500 | Shares | Sole | 2020-04-17 |