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Disclosery

Allworth Financial LP: IBDT position timeline

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

Allworth Financial LP held 390,112 IBDT 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 390,112 shares
    Change vs previous 13F +40,782 shares

    0.04% of the 13F portfolio, value $9,850,334.

    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 349,330 shares
    Change vs previous 13F +11,350 shares

    0.04% of the 13F portfolio, value $8,848,526.

    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 337,980 shares
    Change vs previous 13F +165,256 shares

    0.04% of the 13F portfolio, value $8,603,289.

    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 172,724 shares
    Change vs previous 13F +22,341 shares

    0.02% of the 13F portfolio, value $4,407,918.

    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 150,383 shares
    Change vs previous 13F +11,693 shares

    0.02% of the 13F portfolio, value $3,822,725.

    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 138,690 shares
    Change vs previous 13F +1,214 shares

    0.02% of the 13F portfolio, value $3,499,149.

    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 137,476 shares
    Change vs previous 13F +37,893 shares

    0.02% of the 13F portfolio, value $3,430,024.

    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 99,583 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,542,361.

    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).