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Disclosery

Allworth Financial LP: IWB position timeline

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

Allworth Financial LP held 16,029 IWB 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 16,029 shares
    Change vs previous 13F -428 shares

    0.03% of the 13F portfolio, value $6,564,056.

    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 16,457 shares
    Change vs previous 13F +670 shares

    0.02% of the 13F portfolio, value $5,867,985.

    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 15,787 shares
    Change vs previous 13F +595 shares

    0.02% of the 13F portfolio, value $5,895,617.

    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 15,192 shares
    Change vs previous 13F +284 shares

    0.02% of the 13F portfolio, value $5,552,304.

    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 14,908 shares
    Change vs previous 13F +1,694 shares

    0.02% of the 13F portfolio, value $5,062,175.

    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 13,214 shares
    Change vs previous 13F -847 shares

    0.02% of the 13F portfolio, value $3,968,150.

    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 14,061 shares
    Change vs previous 13F +5,298 shares

    0.03% of the 13F portfolio, value $4,701,144.

    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 8,763 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,755,152.

    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).