Skip to content
Disclosery

Allworth Financial LP: IWC position timeline

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

Allworth Financial LP held 7,391 IWC 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 7,391 shares
    Change vs previous 13F +2,714 shares

    0.01% of the 13F portfolio, value $1,478,538.

    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 4,677 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $746,512.

    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 4,677 shares
    Change vs previous 13F -148 shares

    <0.01% of the 13F portfolio, value $737,557.

    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 4,825 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $719,429.

    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 4,925 shares
    Change vs previous 13F -189 shares

    <0.01% of the 13F portfolio, value $628,707.

    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 5,114 shares
    Change vs previous 13F -339 shares

    <0.01% of the 13F portfolio, value $563,428.

    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 5,453 shares
    Change vs previous 13F +4,034 shares

    <0.01% of the 13F portfolio, value $718,495.

    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 1,419 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $175,019.

    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).