Position in BTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$103,947
-$60,803 QoQ
Shares Held
4,496
-10.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 326 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTU Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Jun 30, 2026Allworth Financial LP holds $279,394 across 5 Thermal Coal names. BTU ranks #2 (37.2% of the industry book) .
All Filings in BTU
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,947 | 4,496 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $164,750 | 5,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $155,687 | 5,242 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $218,047 | 8,222 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $33,147 | 2,470 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $28,793 | 2,125 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,721 | 512 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,457 | 281 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $796 | 36 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $873 | 36 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $997 | 41 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,065 | 41 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $433 | 20 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $716 | 28 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $211 | 8 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $198 | 8 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||