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Disclosery

Allworth Financial LP: IWD position timeline

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

Allworth Financial LP held 44,387 IWD 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 44,387 shares
    Change vs previous 13F -271,211 shares

    0.05% of the 13F portfolio, value $10,760,734.

    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 315,598 shares
    Change vs previous 13F -4,886 shares

    0.27% of the 13F portfolio, value $67,433,798.

    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 320,484 shares
    Change vs previous 13F +275,022 shares

    0.28% of the 13F portfolio, value $67,410,658.

    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 45,462 shares
    Change vs previous 13F +1,726 shares

    0.04% of the 13F portfolio, value $9,255,652.

    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 43,736 shares
    Change vs previous 13F +1,849 shares

    0.04% of the 13F portfolio, value $8,494,802.

    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 41,887 shares
    Change vs previous 13F -6 shares

    0.04% of the 13F portfolio, value $7,573,547.

    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 41,893 shares
    Change vs previous 13F +8,535 shares

    0.04% of the 13F portfolio, value $8,070,733.

    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 33,358 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,331,384.

    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).