Skip to content
Disclosery

Allworth Financial LP: ICVT position timeline

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

Allworth Financial LP held 2,787 ICVT 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 2,787 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $339,278.

    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 2,791 shares
    Change vs previous 13F -407 shares

    <0.01% of the 13F portfolio, value $284,065.

    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 3,198 shares
    Change vs previous 13F -199 shares

    <0.01% of the 13F portfolio, value $314,997.

    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 3,397 shares
    Change vs previous 13F +798 shares

    <0.01% of the 13F portfolio, value $339,874.

    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 2,599 shares
    Change vs previous 13F -134 shares

    <0.01% of the 13F portfolio, value $234,155.

    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 2,733 shares
    Change vs previous 13F -12,154 shares

    <0.01% of the 13F portfolio, value $228,832.

    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 14,887 shares
    Change vs previous 13F -43 shares

    0.01% of the 13F portfolio, value $1,303,628.

    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 14,930 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,249,188.

    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).