CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: JMUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC on JMUB, newest first. How the timeline and the estimate are built.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 66,594 JMUB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 66,594 sharesChange vs previous 13F -217 shares
0.04% of the 13F portfolio, value $3,373,320.
13F-HR 0000944361-26-000006 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 ended2026-03-3113F 66,811 sharesChange vs previous 13F +22,433 shares
0.05% of the 13F portfolio, value $3,339,882.
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).
- period ended2025-12-3113F 44,378 sharesChange vs previous 13F +1,246 shares
0.03% of the 13F portfolio, value $2,241,089.
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 43,132 sharesChange vs previous 13F +13,779 shares
0.03% of the 13F portfolio, value $2,176,873.
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 29,353 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,457,083.
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).