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Disclosery

Allworth Financial LP: IBDR position timeline

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

Allworth Financial LP held 448,668 IBDR 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 448,668 shares
    Change vs previous 13F +25,754 shares

    0.05% of the 13F portfolio, value $10,871,222.

    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 422,914 shares
    Change vs previous 13F +9,845 shares

    0.04% of the 13F portfolio, value $10,251,431.

    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 413,069 shares
    Change vs previous 13F +84,385 shares

    0.04% of the 13F portfolio, value $10,008,653.

    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 328,684 shares
    Change vs previous 13F +13,160 shares

    0.04% of the 13F portfolio, value $7,987,031.

    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 315,524 shares
    Change vs previous 13F +5,748 shares

    0.04% of the 13F portfolio, value $7,651,461.

    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 309,776 shares
    Change vs previous 13F -9,961 shares

    0.04% of the 13F portfolio, value $7,493,484.

    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 319,737 shares
    Change vs previous 13F +88,620 shares

    0.04% of the 13F portfolio, value $7,712,057.

    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).

  8. period ended2024-09-30
    13F 231,117 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,616,151.

    13F-HR 0001140361-24-044001 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).