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Disclosery

Allworth Financial LP: IWO position timeline

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

Allworth Financial LP held 3,816 IWO 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 3,816 shares
    Change vs previous 13F -37,865 shares

    0.01% of the 13F portfolio, value $1,503,377.

    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 41,681 shares
    Change vs previous 13F -228 shares

    0.05% of the 13F portfolio, value $13,080,042.

    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 41,909 shares
    Change vs previous 13F +37,742 shares

    0.06% of the 13F portfolio, value $13,536,963.

    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 4,167 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $1,333,628.

    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 4,131 shares
    Change vs previous 13F +383 shares

    0.01% of the 13F portfolio, value $1,180,766.

    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 3,748 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $943,175.

    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 3,766 shares
    Change vs previous 13F +207 shares

    0.01% of the 13F portfolio, value $1,133,371.

    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 3,559 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,010,843.

    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).