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Disclosery

Allworth Financial LP: IRM position timeline

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

Allworth Financial LP held 74,559 IRM 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 74,559 shares
    Change vs previous 13F -1,787 shares

    0.04% of the 13F portfolio, value $9,417,516.

    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 76,346 shares
    Change vs previous 13F -1,481 shares

    0.03% of the 13F portfolio, value $7,797,941.

    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 77,827 shares
    Change vs previous 13F -95,341 shares

    0.03% of the 13F portfolio, value $6,455,752.

    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 173,168 shares
    Change vs previous 13F +765 shares

    0.08% of the 13F portfolio, value $17,652,709.

    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 172,403 shares
    Change vs previous 13F +107,025 shares

    0.08% of the 13F portfolio, value $17,683,329.

    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 65,378 shares
    Change vs previous 13F +1,028 shares

    0.03% of the 13F portfolio, value $5,578,037.

    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 64,350 shares
    Change vs previous 13F +1,209 shares

    0.04% of the 13F portfolio, value $7,077,263.

    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 63,141 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,503,100.

    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).