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Disclosery

Allworth Financial LP: IBM position timeline

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

Allworth Financial LP held 140,146 IBM 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 140,146 shares
    Change vs previous 13F +4,935 shares

    0.17% of the 13F portfolio, value $39,410,339.

    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 135,211 shares
    Change vs previous 13F -23,988 shares

    0.13% of the 13F portfolio, value $32,773,754.

    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 159,199 shares
    Change vs previous 13F +12,745 shares

    0.19% of the 13F portfolio, value $47,156,309.

    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 146,454 shares
    Change vs previous 13F -6,017 shares

    0.18% of the 13F portfolio, value $41,323,473.

    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 152,471 shares
    Change vs previous 13F +77,229 shares

    0.22% of the 13F portfolio, value $44,945,441.

    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 75,242 shares
    Change vs previous 13F +14,234 shares

    0.1% of the 13F portfolio, value $17,255,289.

    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 61,008 shares
    Change vs previous 13F +18,926 shares

    0.07% of the 13F portfolio, value $13,620,719.

    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 42,082 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,303,550.

    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).