Skip to content
Disclosery

Allworth Financial LP: IBTI position timeline

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

Allworth Financial LP held 137,666 IBTI 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 137,666 shares
    Change vs previous 13F +1,804 shares

    0.01% of the 13F portfolio, value $3,047,928.

    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 135,862 shares
    Change vs previous 13F +360 shares

    0.01% of the 13F portfolio, value $3,027,414.

    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 135,502 shares
    Change vs previous 13F -6,948 shares

    0.01% of the 13F portfolio, value $3,030,509.

    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 142,450 shares
    Change vs previous 13F -3,142 shares

    0.01% of the 13F portfolio, value $3,188,750.

    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 145,592 shares
    Change vs previous 13F +47,717 shares

    0.02% of the 13F portfolio, value $3,255,431.

    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 97,875 shares
    Change vs previous 13F +2,024 shares

    0.01% of the 13F portfolio, value $2,181,153.

    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 95,851 shares
    Change vs previous 13F +15,810 shares

    0.01% of the 13F portfolio, value $2,100,096.

    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 80,041 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,801,339.

    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).