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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: SPIB position timeline

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

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 4,450,915 SPIB 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 4,450,915 shares
    Change vs previous 13F +173,886 shares

    1.96% of the 13F portfolio, value $148,927,611.

    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 4,277,029 shares
    Change vs previous 13F -2,236,623 shares

    2.1% of the 13F portfolio, value $143,451,554.

    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 6,513,652 shares
    Change vs previous 13F +495,900 shares

    3.33% of the 13F portfolio, value $220,226,560.

    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 6,017,752 shares
    Change vs previous 13F +504,977 shares

    3.22% of the 13F portfolio, value $203,941,603.

    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 5,512,775 shares
    Change vs previous 13F +474,631 shares

    3.11% of the 13F portfolio, value $185,118,987.

    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 5,038,144 shares
    Change vs previous 13F +1,180,900 shares

    3.12% of the 13F portfolio, value $167,467,891.

    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 3,857,244 shares
    Change vs previous 13F +228,359 shares

    2.45% of the 13F portfolio, value $126,363,326.

    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).

  8. period ended2024-09-30
    13F 3,628,885 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $122,329,709.

    13F-HR 0000944361-24-000009 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).