Position in FORR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,676
+$4,454 QoQ
Shares Held
675
+212.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 98 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FORR Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Allworth Financial LP holds $1,240,236 across 12 Consulting Services names. FORR ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
3,802 | $603,453 | |
| 2 | BAH |
Booz Allen Hamilton Holding Corp
|
5,557 | $337,143 | |
| 3 | VRSK |
Verisk Analytics, Inc.
|
906 | $162,654 | |
| 4 | ICFI |
ICF International, Inc.
|
1,174 | $85,537 | |
| 5 | CRAI |
Cra International, Inc.
|
245 | $34,863 | |
| 6 | FCN |
Fti Consulting, Inc
|
46 | $6,854 | |
| 7 | FORR |
Forrester Research, Inc.
This page
|
675 | $5,676 | |
| 8 | RGP |
Resources Connection, Inc.
|
551 | $2,341 |
All Filings in FORR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,676 | 675 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,222 | 216 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $129 | 16 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $773 | 73 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $59 | 6 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $306 | 17 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $563 | 33 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,759 | 128 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $173 | 6 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $319 | 11 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||