Skip to content
Disclosery

Allworth Financial LP: IDEV position timeline

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

Allworth Financial LP held 132,087 IDEV 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 132,087 shares
    Change vs previous 13F -5,918 shares

    0.05% of the 13F portfolio, value $11,757,066.

    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 138,005 shares
    Change vs previous 13F -880 shares

    0.05% of the 13F portfolio, value $11,533,090.

    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 138,885 shares
    Change vs previous 13F -3,789 shares

    0.05% of the 13F portfolio, value $11,455,247.

    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 142,674 shares
    Change vs previous 13F -11,417 shares

    0.05% of the 13F portfolio, value $11,438,170.

    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 154,091 shares
    Change vs previous 13F -49,858 shares

    0.06% of the 13F portfolio, value $11,717,072.

    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 203,949 shares
    Change vs previous 13F +17,365 shares

    0.08% of the 13F portfolio, value $14,431,407.

    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 186,584 shares
    Change vs previous 13F +103,264 shares

    0.07% of the 13F portfolio, value $12,400,360.

    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 83,320 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,901,576.

    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).