Skip to content
Disclosery

Allworth Financial LP: IBD position timeline

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

Allworth Financial LP held 180,701 IBD 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 180,701 shares
    Change vs previous 13F +33,341 shares

    0.02% of the 13F portfolio, value $4,295,252.

    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 147,360 shares
    Change vs previous 13F +23,232 shares

    0.01% of the 13F portfolio, value $3,515,561.

    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 124,128 shares
    Change vs previous 13F +6,885 shares

    0.01% of the 13F portfolio, value $3,003,907.

    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 117,243 shares
    Change vs previous 13F +20,155 shares

    0.01% of the 13F portfolio, value $2,831,415.

    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 97,088 shares
    Change vs previous 13F +44,923 shares

    0.01% of the 13F portfolio, value $2,331,089.

    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 52,165 shares
    Change vs previous 13F +20,475 shares

    0.01% of the 13F portfolio, value $1,236,829.

    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 31,690 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $745,349.

    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).