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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: FLMI position timeline

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

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 5,453,864 FLMI 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 5,453,864 shares
    Change vs previous 13F +234,972 shares

    1.66% of the 13F portfolio, value $127,184,113.

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

  2. period ended2026-06-30
    13F 5,218,892 shares
    Change vs previous 13F -12,274 shares

    1.73% of the 13F portfolio, value $131,359,524.

    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 5,231,166 shares
    Change vs previous 13F +2,865,141 shares

    1.9% of the 13F portfolio, value $129,680,612.

    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 2,366,025 shares
    Change vs previous 13F +93,813 shares

    0.89% of the 13F portfolio, value $58,843,046.

    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 2,272,212 shares
    Change vs previous 13F +106,121 shares

    0.89% of the 13F portfolio, value $56,282,683.

    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 2,166,091 shares
    Change vs previous 13F +106,403 shares

    0.88% of the 13F portfolio, value $52,549,358.

    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 2,059,688 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $50,338,775.

    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).