CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: PFE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC on PFE, newest first. How the timeline and the estimate are built.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 49,841 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 49,841 sharesChange vs previous 13F +33,027 shares
0.02% of the 13F portfolio, value $1,200,175.
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 16,814 sharesChange vs previous 13F -4,724 shares
0.01% of the 13F portfolio, value $472,138.
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 21,538 sharesChange vs previous 13F +7,766 shares
0.01% of the 13F portfolio, value $536,297.
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 13,772 sharesChange vs previous 13F +254 shares
0.01% of the 13F portfolio, value $350,911.
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 13,518 sharesChange vs previous 13F +968 shares
0.01% of the 13F portfolio, value $327,677.
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 12,550 sharesChange vs previous 13F -2,113 shares
0.01% of the 13F portfolio, value $318,017.
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).
- period ended2024-12-3113F 14,663 sharesChange vs previous 13F -2,823 shares
0.01% of the 13F portfolio, value $389,010.
13F-HR 0000944361-25-000001 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 ended2024-09-3013F 17,486 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $506,045.
13F-HR 0000944361-24-000009 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).