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Disclosery

Allworth Financial LP: IBDS position timeline

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

Allworth Financial LP held 439,872 IBDS 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 439,872 shares
    Change vs previous 13F +41,550 shares

    0.05% of the 13F portfolio, value $10,653,709.

    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 398,322 shares
    Change vs previous 13F +12,415 shares

    0.04% of the 13F portfolio, value $9,655,336.

    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 385,907 shares
    Change vs previous 13F +123,082 shares

    0.04% of the 13F portfolio, value $9,369,813.

    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 262,825 shares
    Change vs previous 13F +27,210 shares

    0.03% of the 13F portfolio, value $6,397,149.

    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 235,615 shares
    Change vs previous 13F +1,072 shares

    0.03% of the 13F portfolio, value $5,718,367.

    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 234,543 shares
    Change vs previous 13F -2,456 shares

    0.03% of the 13F portfolio, value $5,664,212.

    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 236,999 shares
    Change vs previous 13F +100,005 shares

    0.03% of the 13F portfolio, value $5,687,984.

    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 136,994 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,338,538.

    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).