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Disclosery

Allworth Financial LP: IBDV position timeline

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

Allworth Financial LP held 338,443 IBDV 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 338,443 shares
    Change vs previous 13F +51,264 shares

    0.03% of the 13F portfolio, value $7,378,064.

    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 287,179 shares
    Change vs previous 13F +17,735 shares

    0.03% of the 13F portfolio, value $6,286,354.

    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 269,444 shares
    Change vs previous 13F +246,180 shares

    0.02% of the 13F portfolio, value $5,946,632.

    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 23,264 shares
    Change vs previous 13F +11,123 shares

    <0.01% of the 13F portfolio, value $515,293.

    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 12,141 shares
    Change vs previous 13F +7,811 shares

    <0.01% of the 13F portfolio, value $266,860.

    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 4,330 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $93,840.

    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 4,330 shares
    Change vs previous 13F +3,352 shares

    <0.01% of the 13F portfolio, value $92,498.

    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 978 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,683.

    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).