Skip to content
Disclosery

Allworth Financial LP: IEI position timeline

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

Allworth Financial LP held 13,219 IEI 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 13,219 shares
    Change vs previous 13F -1,172 shares

    0.01% of the 13F portfolio, value $1,552,619.

    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 14,391 shares
    Change vs previous 13F -1,154 shares

    0.01% of the 13F portfolio, value $1,706,762.

    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 15,545 shares
    Change vs previous 13F -261 shares

    0.01% of the 13F portfolio, value $1,855,340.

    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 15,806 shares
    Change vs previous 13F -1,088 shares

    0.01% of the 13F portfolio, value $1,888,927.

    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 16,894 shares
    Change vs previous 13F +3,573 shares

    0.01% of the 13F portfolio, value $2,011,934.

    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 13,321 shares
    Change vs previous 13F -1,451 shares

    0.01% of the 13F portfolio, value $1,574,798.

    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 14,772 shares
    Change vs previous 13F -8,495 shares

    0.01% of the 13F portfolio, value $1,706,957.

    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 23,267 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,782,896.

    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).