CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: HIMU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC on HIMU, newest first. How the timeline and the estimate are built.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 0 HIMU shares at 2026-03-31 per its 13F-HR filed 2026-04-09.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -13,596 shares
13F-HR 0000944361-26-000005 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 13,596 sharesChange vs previous 13F -3,242 shares
0.01% of the 13F portfolio, value $661,854.
13F-HR 0000944361-26-000001 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,838 sharesChange vs previous 13F -307 shares
0.01% of the 13F portfolio, value $828,262.
13F-HR 0000944361-25-000007 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,145 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $833,762.
13F-HR 0000944361-25-000005 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,145 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $849,192.
13F-HR 0000944361-25-000004 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).