Skip to content
Disclosery

Allworth Financial LP: IVOV position timeline

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

Allworth Financial LP held 32,704 IVOV 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 32,704 shares
    Change vs previous 13F -1,165 shares

    0.02% of the 13F portfolio, value $3,730,525.

    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 33,869 shares
    Change vs previous 13F -706 shares

    0.01% of the 13F portfolio, value $3,452,955.

    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 34,575 shares
    Change vs previous 13F -2,174 shares

    0.01% of the 13F portfolio, value $3,492,391.

    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 36,749 shares
    Change vs previous 13F -755 shares

    0.02% of the 13F portfolio, value $3,703,165.

    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 37,504 shares
    Change vs previous 13F -586 shares

    0.02% of the 13F portfolio, value $3,580,499.

    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 38,090 shares
    Change vs previous 13F -261 shares

    0.02% of the 13F portfolio, value $3,359,510.

    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 38,351 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,816,489.

    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).