Allworth Financial LP
Position in TPVG — TriplePoint Venture Growth BDC Corp.
CIK 1555170
FOLSOM, CA
Position in TPVG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,335
+$9,926 QoQ
Shares Held
2,472
+1691.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TPVG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $52,287,791 across 253 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
35,067 | $4,126,333 | |
| 2 | BLK |
BlackRock, Inc.
|
3,445 | $3,312,574 | |
| 3 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
88,002 | $1,730,119 | |
| 4 | IVZ |
Invesco Ltd.
|
65,251 | $1,721,973 | |
| 5 | AMP |
Ameriprise Financial Inc
|
3,349 | $1,536,387 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
117,152 | $1,419,882 | |
| 7 | TY |
TRI-CONTINENTAL Corp
|
41,186 | $1,417,622 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
130,473 | $1,279,940 |
All Filings in TPVG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,335 | 2,472 | Shares | Sole | 2026-05-15 | |
| 2022-03-31 | $2,409 | 138 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,478 | 138 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,185 | 138 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,096 | 138 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,994 | 138 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||