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Disclosery

Allworth Financial LP: IWM position timeline

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

Allworth Financial LP held 55,752 IWM 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 55,752 shares
    Change vs previous 13F -1,516 shares

    0.07% of the 13F portfolio, value $16,750,769.

    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 57,268 shares
    Change vs previous 13F +759 shares

    0.06% of the 13F portfolio, value $14,202,449.

    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 56,509 shares
    Change vs previous 13F -2,802 shares

    0.06% of the 13F portfolio, value $13,910,302.

    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 59,311 shares
    Change vs previous 13F +5,330 shares

    0.06% of the 13F portfolio, value $14,350,965.

    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 53,981 shares
    Change vs previous 13F +7,940 shares

    0.06% of the 13F portfolio, value $11,648,604.

    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 46,041 shares
    Change vs previous 13F -1,281 shares

    0.05% of the 13F portfolio, value $8,934,688.

    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 47,322 shares
    Change vs previous 13F +10,412 shares

    0.06% of the 13F portfolio, value $10,803,159.

    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 36,910 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,153,014.

    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).