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Disclosery

Allworth Financial LP: IUS position timeline

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

Allworth Financial LP held 6,817 IUS 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 6,817 shares
    Change vs previous 13F -954 shares

    <0.01% of the 13F portfolio, value $447,031.

    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 7,771 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $450,045.

    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 7,688 shares
    Change vs previous 13F -2,302 shares

    <0.01% of the 13F portfolio, value $439,435.

    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 9,990 shares
    Change vs previous 13F -165 shares

    <0.01% of the 13F portfolio, value $551,550.

    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 10,155 shares
    Change vs previous 13F -285 shares

    <0.01% of the 13F portfolio, value $522,985.

    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 10,440 shares
    Change vs previous 13F +437 shares

    <0.01% of the 13F portfolio, value $494,947.

    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 10,003 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $511,955.

    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).