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Disclosery

Allworth Financial LP: IBTG position timeline

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

Allworth Financial LP held 117,696 IBTG 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 117,696 shares
    Change vs previous 13F -989 shares

    0.01% of the 13F portfolio, value $2,694,062.

    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 118,685 shares
    Change vs previous 13F -302 shares

    0.01% of the 13F portfolio, value $2,719,676.

    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 118,987 shares
    Change vs previous 13F -8,961 shares

    0.01% of the 13F portfolio, value $2,721,828.

    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 127,948 shares
    Change vs previous 13F -7,027 shares

    0.01% of the 13F portfolio, value $2,936,407.

    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 134,975 shares
    Change vs previous 13F +38,983 shares

    0.01% of the 13F portfolio, value $3,094,976.

    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 95,992 shares
    Change vs previous 13F -1,184 shares

    0.01% of the 13F portfolio, value $2,200,619.

    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 97,176 shares
    Change vs previous 13F +7,714 shares

    0.01% of the 13F portfolio, value $2,218,043.

    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 89,462 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,063,441.

    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).