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Disclosery

Allworth Financial LP: IWR position timeline

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

Allworth Financial LP held 24,695 IWR 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 24,695 shares
    Change vs previous 13F +833 shares

    0.01% of the 13F portfolio, value $2,724,383.

    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 23,862 shares
    Change vs previous 13F +2,079 shares

    0.01% of the 13F portfolio, value $2,320,115.

    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 21,783 shares
    Change vs previous 13F +1,625 shares

    0.01% of the 13F portfolio, value $2,097,002.

    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 20,158 shares
    Change vs previous 13F +1,077 shares

    0.01% of the 13F portfolio, value $1,946,266.

    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 19,081 shares
    Change vs previous 13F +781 shares

    0.01% of the 13F portfolio, value $1,754,911.

    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 18,300 shares
    Change vs previous 13F -227 shares

    0.01% of the 13F portfolio, value $1,526,002.

    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 18,527 shares
    Change vs previous 13F +11,620 shares

    0.01% of the 13F portfolio, value $1,712,793.

    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 6,907 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $608,798.

    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).