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Disclosery

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: PWZ position timeline

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

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 106,985 PWZ 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 106,985 shares
    Change vs previous 13F +58,475 shares

    0.03% of the 13F portfolio, value $2,386,836.

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

  2. period ended2026-06-30
    13F 48,510 shares
    Change vs previous 13F +48,510 shares

    0.02% of the 13F portfolio, value $1,188,981.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -10,326 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 10,326 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $255,053.

    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).