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Disclosery

Allworth Financial LP: IVV position timeline

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

Allworth Financial LP held 121,498 IVV 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 121,498 shares
    Change vs previous 13F -5,644 shares

    0.39% of the 13F portfolio, value $90,988,722.

    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 127,142 shares
    Change vs previous 13F -4,740 shares

    0.34% of the 13F portfolio, value $83,050,145.

    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 131,882 shares
    Change vs previous 13F +9,124 shares

    0.37% of the 13F portfolio, value $90,331,285.

    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 122,758 shares
    Change vs previous 13F +2,413 shares

    0.36% of the 13F portfolio, value $82,161,945.

    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 120,345 shares
    Change vs previous 13F +1,493 shares

    0.36% of the 13F portfolio, value $74,722,301.

    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 118,852 shares
    Change vs previous 13F -719 shares

    0.37% of the 13F portfolio, value $65,276,168.

    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 119,571 shares
    Change vs previous 13F +27,256 shares

    0.4% of the 13F portfolio, value $72,854,558.

    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 92,315 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $53,249,325.

    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).