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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: IBTJ position timeline

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

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 237,720 IBTJ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,720 shares
    Change vs previous 13F -5,290 shares

    0.07% of the 13F portfolio, value $5,146,638.

    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).

  2. period ended2026-03-31
    13F 243,010 shares
    Change vs previous 13F +66,303 shares

    0.08% of the 13F portfolio, value $5,308,059.

    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).

  3. period ended2025-12-31
    13F 176,707 shares
    Change vs previous 13F +13,882 shares

    0.06% of the 13F portfolio, value $3,877,836.

    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).

  4. period ended2025-09-30
    13F 162,825 shares
    Change vs previous 13F -3,228 shares

    0.06% of the 13F portfolio, value $3,574,823.

    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).

  5. period ended2025-06-30
    13F 166,053 shares
    Change vs previous 13F +39,190 shares

    0.06% of the 13F portfolio, value $3,639,882.

    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).

  6. period ended2025-03-31
    13F 126,863 shares
    Change vs previous 13F +66,253 shares

    0.05% of the 13F portfolio, value $2,761,808.

    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).

  7. period ended2024-12-31
    13F 60,610 shares
    Change vs previous 13F +38,611 shares

    0.03% of the 13F portfolio, value $1,292,588.

    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).

  8. period ended2024-09-30
    13F 21,999 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $486,288.

    13F-HR 0000944361-24-000009 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).