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Disclosery

Allworth Financial LP: ITB position timeline

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

Allworth Financial LP held 6,732 ITB 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 6,732 shares
    Change vs previous 13F -1,449 shares

    <0.01% of the 13F portfolio, value $703,404.

    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 8,181 shares
    Change vs previous 13F -840 shares

    <0.01% of the 13F portfolio, value $740,783.

    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 9,021 shares
    Change vs previous 13F -575 shares

    <0.01% of the 13F portfolio, value $868,728.

    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 9,596 shares
    Change vs previous 13F -962 shares

    <0.01% of the 13F portfolio, value $1,029,149.

    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 10,558 shares
    Change vs previous 13F -1,673 shares

    <0.01% of the 13F portfolio, value $983,661.

    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 12,231 shares
    Change vs previous 13F -2,762 shares

    0.01% of the 13F portfolio, value $1,127,058.

    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 14,993 shares
    Change vs previous 13F +13,770 shares

    0.01% of the 13F portfolio, value $1,645,002.

    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 1,223 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $155,507.

    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).