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Disclosery

Allworth Financial LP: IQDF position timeline

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

Allworth Financial LP held 135,671 IQDF 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 135,671 shares
    Change vs previous 13F -1,684 shares

    0.02% of the 13F portfolio, value $4,688,802.

    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 137,355 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $4,350,019.

    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 137,341 shares
    Change vs previous 13F -754 shares

    0.02% of the 13F portfolio, value $4,175,153.

    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 138,095 shares
    Change vs previous 13F -1,710 shares

    0.02% of the 13F portfolio, value $3,940,545.

    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 139,805 shares
    Change vs previous 13F +474 shares

    0.02% of the 13F portfolio, value $3,788,704.

    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 139,331 shares
    Change vs previous 13F -6,035 shares

    0.02% of the 13F portfolio, value $3,534,831.

    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 145,366 shares
    Change vs previous 13F -1,991 shares

    0.02% of the 13F portfolio, value $3,468,109.

    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 147,357 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,874,027.

    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).