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Disclosery

Allworth Financial LP: IQLT position timeline

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

Allworth Financial LP held 26,497 IQLT 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 26,497 shares
    Change vs previous 13F +680 shares

    0.01% of the 13F portfolio, value $1,312,932.

    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 25,817 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $1,193,520.

    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 25,840 shares
    Change vs previous 13F -962 shares

    <0.01% of the 13F portfolio, value $1,174,430.

    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 26,802 shares
    Change vs previous 13F -2,632 shares

    0.01% of the 13F portfolio, value $1,184,386.

    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 29,434 shares
    Change vs previous 13F +1,130 shares

    0.01% of the 13F portfolio, value $1,272,158.

    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 28,304 shares
    Change vs previous 13F -939 shares

    0.01% of the 13F portfolio, value $1,157,370.

    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 29,243 shares
    Change vs previous 13F -7,853 shares

    0.01% of the 13F portfolio, value $1,125,873.

    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 37,096 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,539,093.

    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).