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Disclosery

Allworth Financial LP: IP position timeline

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

Allworth Financial LP held 12,336 IP 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 12,336 shares
    Change vs previous 13F +6,240 shares

    <0.01% of the 13F portfolio, value $469,991.

    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 6,096 shares
    Change vs previous 13F +1,046 shares

    <0.01% of the 13F portfolio, value $217,639.

    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 5,050 shares
    Change vs previous 13F -2,143 shares

    <0.01% of the 13F portfolio, value $198,937.

    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 7,193 shares
    Change vs previous 13F +223 shares

    <0.01% of the 13F portfolio, value $333,737.

    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 6,970 shares
    Change vs previous 13F +4,846 shares

    <0.01% of the 13F portfolio, value $326,401.

    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 2,124 shares
    Change vs previous 13F +396 shares

    <0.01% of the 13F portfolio, value $101,156.

    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 1,728 shares
    Change vs previous 13F +539 shares

    <0.01% of the 13F portfolio, value $100,575.

    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 1,189 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $58,091.

    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).