Skip to content
Disclosery

Allworth Financial LP: IVZ position timeline

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

Allworth Financial LP held 65,251 IVZ 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 65,251 shares
    Change vs previous 13F +1,912 shares

    0.01% of the 13F portfolio, value $1,721,966.

    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 63,339 shares
    Change vs previous 13F +2,551 shares

    0.01% of the 13F portfolio, value $1,538,513.

    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 60,788 shares
    Change vs previous 13F +1,090 shares

    0.01% of the 13F portfolio, value $1,596,896.

    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 59,698 shares
    Change vs previous 13F +2,802 shares

    0.01% of the 13F portfolio, value $1,369,464.

    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 56,896 shares
    Change vs previous 13F +5,113 shares

    <0.01% of the 13F portfolio, value $897,247.

    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 51,783 shares
    Change vs previous 13F +38,856 shares

    <0.01% of the 13F portfolio, value $728,586.

    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 12,927 shares
    Change vs previous 13F +10,527 shares

    <0.01% of the 13F portfolio, value $225,194.

    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 2,400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $42,141.

    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).