Skip to content
Disclosery

Allworth Financial LP: IUSB position timeline

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

Allworth Financial LP held 2,025,050 IUSB 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 2,025,050 shares
    Change vs previous 13F -431,397 shares

    0.4% of the 13F portfolio, value $93,456,071.

    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 2,456,447 shares
    Change vs previous 13F -39,778 shares

    0.46% of the 13F portfolio, value $113,463,276.

    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 2,496,225 shares
    Change vs previous 13F -46,118 shares

    0.48% of the 13F portfolio, value $116,174,321.

    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 2,542,343 shares
    Change vs previous 13F -66,418 shares

    0.53% of the 13F portfolio, value $118,752,825.

    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 2,608,761 shares
    Change vs previous 13F +25,443 shares

    0.58% of the 13F portfolio, value $120,603,028.

    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 2,583,318 shares
    Change vs previous 13F -107,085 shares

    0.67% of the 13F portfolio, value $118,135,119.

    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 2,690,403 shares
    Change vs previous 13F +117,344 shares

    0.67% of the 13F portfolio, value $121,794,560.

    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 2,573,059 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $121,242,564.

    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).