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Disclosery

Allworth Financial LP: VTIP position timeline

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

Allworth Financial LP held 158,125 VTIP 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 158,125 shares
    Change vs previous 13F -5,401 shares

    0.03% of the 13F portfolio, value $7,942,641.

    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 163,526 shares
    Change vs previous 13F -6,725 shares

    0.03% of the 13F portfolio, value $8,168,115.

    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 170,251 shares
    Change vs previous 13F +7,062 shares

    0.03% of the 13F portfolio, value $8,420,615.

    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 163,189 shares
    Change vs previous 13F -17,430 shares

    0.04% of the 13F portfolio, value $8,262,235.

    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 180,619 shares
    Change vs previous 13F -23,788 shares

    0.04% of the 13F portfolio, value $9,079,741.

    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 204,407 shares
    Change vs previous 13F +19,105 shares

    0.06% of the 13F portfolio, value $10,189,691.

    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 185,302 shares
    Change vs previous 13F +143,504 shares

    0.05% of the 13F portfolio, value $9,014,934.

    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 41,798 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,061,065.

    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).