Skip to content
Disclosery

Allworth Financial LP: IBIT position timeline

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

Allworth Financial LP held 31,492 IBIT 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 31,492 shares
    Change vs previous 13F -22,750 shares

    <0.01% of the 13F portfolio, value $1,048,376.

    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 54,242 shares
    Change vs previous 13F +5,000 shares

    0.01% of the 13F portfolio, value $2,083,986.

    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 49,242 shares
    Change vs previous 13F +8,055 shares

    0.01% of the 13F portfolio, value $2,444,876.

    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 41,187 shares
    Change vs previous 13F +12,332 shares

    0.01% of the 13F portfolio, value $2,677,148.

    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 28,855 shares
    Change vs previous 13F -206 shares

    0.01% of the 13F portfolio, value $1,766,208.

    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 29,061 shares
    Change vs previous 13F +3,602 shares

    0.01% of the 13F portfolio, value $1,547,783.

    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 25,459 shares
    Change vs previous 13F +6,460 shares

    0.01% of the 13F portfolio, value $1,511,749.

    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 18,999 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $686,430.

    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).