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Disclosery

Allworth Financial LP: IDV position timeline

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

Allworth Financial LP held 13,101 IDV 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 13,101 shares
    Change vs previous 13F +296 shares

    <0.01% of the 13F portfolio, value $542,793.

    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 12,805 shares
    Change vs previous 13F +4,337 shares

    <0.01% of the 13F portfolio, value $544,968.

    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 8,468 shares
    Change vs previous 13F +1,911 shares

    <0.01% of the 13F portfolio, value $334,056.

    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 6,557 shares
    Change vs previous 13F +5,673 shares

    <0.01% of the 13F portfolio, value $239,661.

    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 884 shares
    Change vs previous 13F +113 shares

    <0.01% of the 13F portfolio, value $30,523.

    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 771 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $24,712.

    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 771 shares
    Change vs previous 13F -842 shares

    <0.01% of the 13F portfolio, value $21,534.

    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 1,613 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $48,769.

    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).