Skip to content
Disclosery

Allworth Financial LP: IDA position timeline

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

Allworth Financial LP held 1,745 IDA 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 1,745 shares
    Change vs previous 13F -527 shares

    <0.01% of the 13F portfolio, value $264,063.

    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 2,272 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $324,823.

    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 2,271 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $287,387.

    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 2,256 shares
    Change vs previous 13F +455 shares

    <0.01% of the 13F portfolio, value $298,178.

    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 1,801 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $207,914.

    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 1,735 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $203,807.

    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 1,723 shares
    Change vs previous 13F -1,124 shares

    <0.01% of the 13F portfolio, value $185,599.

    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 2,847 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $293,487.

    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).