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Disclosery

Allworth Financial LP: IUSV position timeline

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

Allworth Financial LP held 587,665 IUSV 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 587,665 shares
    Change vs previous 13F -9,937 shares

    0.28% of the 13F portfolio, value $64,731,335.

    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 597,602 shares
    Change vs previous 13F -14,356 shares

    0.25% of the 13F portfolio, value $61,104,780.

    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 611,958 shares
    Change vs previous 13F -27,570 shares

    0.26% of the 13F portfolio, value $62,750,143.

    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 639,528 shares
    Change vs previous 13F -13,124 shares

    0.28% of the 13F portfolio, value $63,920,856.

    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 652,652 shares
    Change vs previous 13F -19,247 shares

    0.3% of the 13F portfolio, value $61,760,447.

    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 671,899 shares
    Change vs previous 13F +126,327 shares

    0.33% of the 13F portfolio, value $59,254,751.

    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 545,572 shares
    Change vs previous 13F -22,020 shares

    0.28% of the 13F portfolio, value $51,736,598.

    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 567,592 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $54,199,372.

    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).