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Disclosery

Allworth Financial LP: ISTB position timeline

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

Allworth Financial LP held 70,887 ISTB 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 70,887 shares
    Change vs previous 13F -4,224 shares

    0.01% of the 13F portfolio, value $3,420,304.

    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 75,111 shares
    Change vs previous 13F +4,068 shares

    0.01% of the 13F portfolio, value $3,639,888.

    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 71,043 shares
    Change vs previous 13F +2,431 shares

    0.01% of the 13F portfolio, value $3,463,356.

    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 68,612 shares
    Change vs previous 13F +281 shares

    0.01% of the 13F portfolio, value $3,350,989.

    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 68,331 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $3,324,321.

    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 68,131 shares
    Change vs previous 13F +777 shares

    0.02% of the 13F portfolio, value $3,294,144.

    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 67,354 shares
    Change vs previous 13F -451 shares

    0.02% of the 13F portfolio, value $3,224,222.

    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 67,805 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,300,757.

    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).