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Disclosery

Allworth Financial LP: IVW position timeline

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

Allworth Financial LP held 260,671 IVW 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 260,671 shares
    Change vs previous 13F -255,896 shares

    0.15% of the 13F portfolio, value $35,850,054.

    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 516,567 shares
    Change vs previous 13F -6,741 shares

    0.24% of the 13F portfolio, value $58,428,943.

    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 523,308 shares
    Change vs previous 13F -7,239 shares

    0.27% of the 13F portfolio, value $64,503,002.

    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 530,547 shares
    Change vs previous 13F -6,128 shares

    0.28% of the 13F portfolio, value $64,047,637.

    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 536,675 shares
    Change vs previous 13F -6,623 shares

    0.28% of the 13F portfolio, value $59,087,955.

    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 543,298 shares
    Change vs previous 13F -7,546 shares

    0.28% of the 13F portfolio, value $50,423,529.

    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 550,844 shares
    Change vs previous 13F -5,298 shares

    0.32% of the 13F portfolio, value $58,466,580.

    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 556,142 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $53,250,630.

    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).