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Disclosery

Allworth Financial LP: IVE position timeline

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

Allworth Financial LP held 72,687 IVE 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 72,687 shares
    Change vs previous 13F -22,127 shares

    0.07% of the 13F portfolio, value $16,504,243.

    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 94,814 shares
    Change vs previous 13F -788 shares

    0.08% of the 13F portfolio, value $20,020,063.

    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 95,602 shares
    Change vs previous 13F -317 shares

    0.08% of the 13F portfolio, value $20,274,358.

    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 95,919 shares
    Change vs previous 13F -996 shares

    0.09% of the 13F portfolio, value $19,808,294.

    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 96,915 shares
    Change vs previous 13F -3,841 shares

    0.09% of the 13F portfolio, value $18,939,144.

    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 100,756 shares
    Change vs previous 13F -5,094 shares

    0.1% of the 13F portfolio, value $18,344,620.

    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 105,850 shares
    Change vs previous 13F -1,623 shares

    0.11% of the 13F portfolio, value $20,684,206.

    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 107,473 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $21,190,409.

    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).