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Disclosery

Allworth Financial LP: IUSG position timeline

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

Allworth Financial LP held 415,167 IUSG 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 415,167 shares
    Change vs previous 13F -15,882 shares

    0.33% of the 13F portfolio, value $78,088,796.

    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 431,049 shares
    Change vs previous 13F -773 shares

    0.27% of the 13F portfolio, value $66,859,940.

    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 431,822 shares
    Change vs previous 13F -15,002 shares

    0.3% of the 13F portfolio, value $72,520,255.

    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 446,824 shares
    Change vs previous 13F -14,679 shares

    0.33% of the 13F portfolio, value $73,520,432.

    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 461,503 shares
    Change vs previous 13F -4,979 shares

    0.33% of the 13F portfolio, value $69,410,038.

    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 466,482 shares
    Change vs previous 13F +119,081 shares

    0.33% of the 13F portfolio, value $59,373,806.

    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 347,401 shares
    Change vs previous 13F -27,454 shares

    0.28% of the 13F portfolio, value $50,623,239.

    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 374,855 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $49,447,097.

    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).