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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: PG position timeline

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

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 35,332 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,332 shares
    Change vs previous 13F -7,020 shares

    0.07% of the 13F portfolio, value $5,133,049.

    13F-HR 0000944361-26-000007 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,352 shares
    Change vs previous 13F +7,920 shares

    0.08% of the 13F portfolio, value $6,210,504.

    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).

  3. period ended2026-03-31
    13F 34,432 shares
    Change vs previous 13F +1,324 shares

    0.07% of the 13F portfolio, value $4,973,359.

    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).

  4. period ended2025-12-31
    13F 33,108 shares
    Change vs previous 13F +3,533 shares

    0.07% of the 13F portfolio, value $4,744,708.

    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).

  5. period ended2025-09-30
    13F 29,575 shares
    Change vs previous 13F -9,758 shares

    0.07% of the 13F portfolio, value $4,544,199.

    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).

  6. period ended2025-06-30
    13F 39,333 shares
    Change vs previous 13F +6,009 shares

    0.11% of the 13F portfolio, value $6,266,534.

    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).

  7. period ended2025-03-31
    13F 33,324 shares
    Change vs previous 13F -13,888 shares

    0.11% of the 13F portfolio, value $5,679,077.

    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).

  8. period ended2024-12-31
    13F 47,212 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,915,092.

    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).