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Disclosery

Allworth Financial LP: IWF position timeline

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

Allworth Financial LP held 316,475 IWF 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 316,475 shares
    Change vs previous 13F +54,007 shares

    0.17% of the 13F portfolio, value $39,296,739.

    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 262,468 shares
    Change vs previous 13F -3,536 shares

    0.45% of the 13F portfolio, value $111,916,291.

    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 266,004 shares
    Change vs previous 13F +140,778 shares

    0.52% of the 13F portfolio, value $125,899,693.

    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 125,226 shares
    Change vs previous 13F -599 shares

    0.26% of the 13F portfolio, value $58,657,154.

    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 125,825 shares
    Change vs previous 13F -966 shares

    0.26% of the 13F portfolio, value $53,422,721.

    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 126,791 shares
    Change vs previous 13F -2,431 shares

    0.26% of the 13F portfolio, value $45,564,796.

    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 129,222 shares
    Change vs previous 13F -2,833 shares

    0.3% of the 13F portfolio, value $53,706,084.

    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 132,055 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $49,570,704.

    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).