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Disclosery

Allworth Financial LP: IVT position timeline

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

Allworth Financial LP held 9,368 IVT 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 9,368 shares
    Change vs previous 13F +153 shares

    <0.01% of the 13F portfolio, value $331,643.

    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 9,215 shares
    Change vs previous 13F +943 shares

    <0.01% of the 13F portfolio, value $280,677.

    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 8,272 shares
    Change vs previous 13F -571 shares

    <0.01% of the 13F portfolio, value $233,363.

    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 8,843 shares
    Change vs previous 13F -140 shares

    <0.01% of the 13F portfolio, value $253,091.

    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 8,983 shares
    Change vs previous 13F -1,115 shares

    <0.01% of the 13F portfolio, value $246,146.

    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 10,098 shares
    Change vs previous 13F +1,106 shares

    <0.01% of the 13F portfolio, value $278,714.

    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 8,992 shares
    Change vs previous 13F +383 shares

    <0.01% of the 13F portfolio, value $258,338.

    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 8,609 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $244,243.

    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).