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Disclosery

Allworth Financial LP: IBTH position timeline

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

Allworth Financial LP held 147,253 IBTH 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 147,253 shares
    Change vs previous 13F +11,268 shares

    0.01% of the 13F portfolio, value $3,294,050.

    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 135,985 shares
    Change vs previous 13F -327 shares

    0.01% of the 13F portfolio, value $3,050,155.

    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 136,312 shares
    Change vs previous 13F -7,675 shares

    0.01% of the 13F portfolio, value $3,062,931.

    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 143,987 shares
    Change vs previous 13F -9,435 shares

    0.01% of the 13F portfolio, value $3,242,588.

    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 153,422 shares
    Change vs previous 13F +43,782 shares

    0.02% of the 13F portfolio, value $3,450,462.

    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 109,640 shares
    Change vs previous 13F +1,646 shares

    0.01% of the 13F portfolio, value $2,461,970.

    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 107,994 shares
    Change vs previous 13F +13,329 shares

    0.01% of the 13F portfolio, value $2,397,467.

    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 94,665 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,142,743.

    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).