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Disclosery

Allworth Financial LP: IJR position timeline

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

Allworth Financial LP held 1,167,827 IJR 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 1,167,827 shares
    Change vs previous 13F -76,009 shares

    0.74% of the 13F portfolio, value $173,200,380.

    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 1,243,836 shares
    Change vs previous 13F -239 shares

    0.63% of the 13F portfolio, value $154,621,204.

    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 1,244,075 shares
    Change vs previous 13F +16,144 shares

    0.61% of the 13F portfolio, value $149,512,997.

    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 1,227,931 shares
    Change vs previous 13F +37,333 shares

    0.65% of the 13F portfolio, value $145,915,076.

    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 1,190,598 shares
    Change vs previous 13F +25,133 shares

    0.62% of the 13F portfolio, value $130,120,407.

    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 1,165,465 shares
    Change vs previous 13F +602 shares

    0.66% of the 13F portfolio, value $116,406,637.

    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 1,164,863 shares
    Change vs previous 13F +320,218 shares

    0.76% of the 13F portfolio, value $138,525,505.

    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 844,645 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $98,789,682.

    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).