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Disclosery

Allworth Financial LP: IXUS position timeline

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

Allworth Financial LP held 1,232,210 IXUS 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 1,232,210 shares
    Change vs previous 13F -189,221 shares

    0.5% of the 13F portfolio, value $117,602,128.

    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 1,421,431 shares
    Change vs previous 13F -45,640 shares

    0.5% of the 13F portfolio, value $123,152,763.

    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 1,467,071 shares
    Change vs previous 13F +42,377 shares

    0.51% of the 13F portfolio, value $124,172,916.

    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 1,424,694 shares
    Change vs previous 13F -102,153 shares

    0.52% of the 13F portfolio, value $117,651,266.

    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 1,526,847 shares
    Change vs previous 13F -18,315 shares

    0.57% of the 13F portfolio, value $118,040,544.

    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 1,545,162 shares
    Change vs previous 13F +191,932 shares

    0.62% of the 13F portfolio, value $109,922,853.

    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 1,353,230 shares
    Change vs previous 13F +42,717 shares

    0.51% of the 13F portfolio, value $91,735,435.

    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 1,310,513 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $95,182,553.

    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).