Skip to content
Disclosery

Allworth Financial LP: IWN position timeline

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

Allworth Financial LP held 57,125 IWN 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 57,125 shares
    Change vs previous 13F -68,584 shares

    0.05% of the 13F portfolio, value $12,635,940.

    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 125,709 shares
    Change vs previous 13F -1,613 shares

    0.1% of the 13F portfolio, value $23,833,166.

    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 127,322 shares
    Change vs previous 13F +61,249 shares

    0.09% of the 13F portfolio, value $23,072,109.

    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 66,073 shares
    Change vs previous 13F -1,172 shares

    0.05% of the 13F portfolio, value $11,682,294.

    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 67,245 shares
    Change vs previous 13F -1,792 shares

    0.05% of the 13F portfolio, value $10,608,543.

    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 69,037 shares
    Change vs previous 13F +10,342 shares

    0.06% of the 13F portfolio, value $10,005,472.

    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 58,695 shares
    Change vs previous 13F +4,706 shares

    0.05% of the 13F portfolio, value $9,846,686.

    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 53,989 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $9,006,508.

    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).