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Disclosery

Allworth Financial LP: IEZ position timeline

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

Allworth Financial LP held 2,309 IEZ 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 2,309 shares
    Change vs previous 13F +270 shares

    <0.01% of the 13F portfolio, value $62,105.

    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 2,039 shares
    Change vs previous 13F -835 shares

    <0.01% of the 13F portfolio, value $59,027.

    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 2,874 shares
    Change vs previous 13F -670 shares

    <0.01% of the 13F portfolio, value $59,981.

    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 3,544 shares
    Change vs previous 13F -1,672 shares

    <0.01% of the 13F portfolio, value $68,356.

    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 5,216 shares
    Change vs previous 13F -166 shares

    <0.01% of the 13F portfolio, value $88,520.

    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 5,382 shares
    Change vs previous 13F -1,875 shares

    <0.01% of the 13F portfolio, value $87,141.

    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 7,257 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $156,175.

    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).