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Disclosery

Allworth Financial LP: IVOO position timeline

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

Allworth Financial LP held 145,277 IVOO 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 145,277 shares
    Change vs previous 13F -4,247 shares

    0.08% of the 13F portfolio, value $18,944,093.

    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 149,524 shares
    Change vs previous 13F +670 shares

    0.07% of the 13F portfolio, value $17,093,543.

    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 148,854 shares
    Change vs previous 13F -6,119 shares

    0.07% of the 13F portfolio, value $16,641,867.

    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 154,973 shares
    Change vs previous 13F -2,768 shares

    0.08% of the 13F portfolio, value $17,105,922.

    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 157,741 shares
    Change vs previous 13F -4,574 shares

    0.08% of the 13F portfolio, value $16,559,661.

    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 162,315 shares
    Change vs previous 13F -3,834 shares

    0.09% of the 13F portfolio, value $15,613,108.

    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 166,149 shares
    Change vs previous 13F +164,539 shares

    0.1% of the 13F portfolio, value $18,430,940.

    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 1,610 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $170,065.

    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).