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Disclosery

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: IBTL position timeline

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

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 11,327 IBTL 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 11,327 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $228,693.

    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 11,327 shares
    Change vs previous 13F -162 shares

    <0.01% of the 13F portfolio, value $231,059.

    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 11,489 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $235,812.

    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 11,489 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $236,329.

    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 11,489 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $235,525.

    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 11,498 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $233,755.

    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 11,498 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $227,661.

    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).