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Disclosery

Allworth Financial LP: IGM position timeline

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

Allworth Financial LP held 225,825 IGM 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 225,825 shares
    Change vs previous 13F -6,646 shares

    0.16% of the 13F portfolio, value $36,940,518.

    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 232,471 shares
    Change vs previous 13F -1,576 shares

    0.11% of the 13F portfolio, value $27,550,127.

    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 234,047 shares
    Change vs previous 13F -9,786 shares

    0.12% of the 13F portfolio, value $30,229,483.

    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 243,833 shares
    Change vs previous 13F -1,593 shares

    0.14% of the 13F portfolio, value $30,710,775.

    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 245,426 shares
    Change vs previous 13F -684 shares

    0.13% of the 13F portfolio, value $27,571,209.

    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 246,110 shares
    Change vs previous 13F -6,541 shares

    0.13% of the 13F portfolio, value $22,368,976.

    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 252,651 shares
    Change vs previous 13F +252,342 shares

    0.15% of the 13F portfolio, value $27,046,275.

    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 309 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $29,645.

    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).