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Disclosery

Allworth Financial LP: ITOT position timeline

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

Allworth Financial LP held 1,835,875 ITOT 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 1,835,875 shares
    Change vs previous 13F -112,930 shares

    1.28% of the 13F portfolio, value $301,579,216.

    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 1,948,805 shares
    Change vs previous 13F -37,595 shares

    1.13% of the 13F portfolio, value $277,568,285.

    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 1,986,400 shares
    Change vs previous 13F -42,785 shares

    1.21% of the 13F portfolio, value $295,357,802.

    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 2,029,185 shares
    Change vs previous 13F -37,865 shares

    1.31% of the 13F portfolio, value $295,550,737.

    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 2,067,050 shares
    Change vs previous 13F -51,840 shares

    1.34% of the 13F portfolio, value $279,134,470.

    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 2,118,890 shares
    Change vs previous 13F +410,801 shares

    1.43% of the 13F portfolio, value $252,804,729.

    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 1,708,089 shares
    Change vs previous 13F +37,682 shares

    1.26% of the 13F portfolio, value $227,978,671.

    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 1,670,407 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $209,836,547.

    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).