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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: AOA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC on AOA, newest first. How the timeline and the estimate are built.

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 21,767 AOA shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,767 shares
    Change vs previous 13F -726 shares

    0.03% of the 13F portfolio, value $2,117,240.

    13F-HR 0000944361-26-000007 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,493 shares
    Change vs previous 13F -3,088 shares

    0.03% of the 13F portfolio, value $2,195,317.

    13F-HR 0000944361-26-000006 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 25,581 shares
    Change vs previous 13F +871 shares

    0.03% of the 13F portfolio, value $2,263,663.

    13F-HR 0000944361-26-000005 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 24,710 shares
    Change vs previous 13F -786 shares

    0.03% of the 13F portfolio, value $2,213,030.

    13F-HR 0000944361-26-000001 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 25,496 shares
    Change vs previous 13F -1,620 shares

    0.04% of the 13F portfolio, value $2,247,194.

    13F-HR 0000944361-25-000007 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 27,116 shares
    Change vs previous 13F -515 shares

    0.04% of the 13F portfolio, value $2,261,454.

    13F-HR 0000944361-25-000005 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 27,631 shares
    Change vs previous 13F +710 shares

    0.04% of the 13F portfolio, value $2,113,772.

    13F-HR 0000944361-25-000004 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 26,921 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,062,418.

    13F-HR 0000944361-25-000001 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).