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Disclosery

Allworth Financial LP: IVOG position timeline

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

Allworth Financial LP held 30,243 IVOG 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 30,243 shares
    Change vs previous 13F -1,997 shares

    0.02% of the 13F portfolio, value $4,424,494.

    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 32,240 shares
    Change vs previous 13F +188 shares

    0.02% of the 13F portfolio, value $4,030,919.

    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 32,052 shares
    Change vs previous 13F +159 shares

    0.02% of the 13F portfolio, value $3,852,623.

    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 31,893 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $3,810,541.

    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 31,893 shares
    Change vs previous 13F -1,027 shares

    0.02% of the 13F portfolio, value $3,604,897.

    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 32,920 shares
    Change vs previous 13F -187 shares

    0.02% of the 13F portfolio, value $3,364,781.

    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 33,107 shares
    Change vs previous 13F +33,095 shares

    0.02% of the 13F portfolio, value $3,961,947.

    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 12 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,376.

    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).