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Disclosery

Allworth Financial LP: IBTJ position timeline

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

Allworth Financial LP held 79,119 IBTJ 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 79,119 shares
    Change vs previous 13F +3,140 shares

    0.01% of the 13F portfolio, value $1,712,927.

    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 75,979 shares
    Change vs previous 13F +2,393 shares

    0.01% of the 13F portfolio, value $1,659,604.

    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 73,586 shares
    Change vs previous 13F +13,667 shares

    0.01% of the 13F portfolio, value $1,614,845.

    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 59,919 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,315,522.

    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 59,919 shares
    Change vs previous 13F +50,738 shares

    0.01% of the 13F portfolio, value $1,313,425.

    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 9,181 shares
    Change vs previous 13F -293 shares

    <0.01% of the 13F portfolio, value $200,192.

    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 9,474 shares
    Change vs previous 13F +8,526 shares

    <0.01% of the 13F portfolio, value $202,081.

    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 948 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,956.

    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).