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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: TFI position timeline

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

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 271,971 TFI 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 271,971 shares
    Change vs previous 13F +4,394 shares

    0.16% of the 13F portfolio, value $12,456,271.

    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 267,577 shares
    Change vs previous 13F -10,682 shares

    0.18% of the 13F portfolio, value $12,131,935.

    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 278,259 shares
    Change vs previous 13F -7,341 shares

    0.19% of the 13F portfolio, value $12,719,197.

    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 285,600 shares
    Change vs previous 13F -85,264 shares

    0.21% of the 13F portfolio, value $13,014,812.

    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 370,864 shares
    Change vs previous 13F -53,361 shares

    0.28% of the 13F portfolio, value $16,566,495.

    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 424,225 shares
    Change vs previous 13F -1,345,794 shares

    0.36% of the 13F portfolio, value $19,119,804.

    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 1,770,019 shares
    Change vs previous 13F +59,605 shares

    1.56% of the 13F portfolio, value $80,748,290.

    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 1,710,414 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $80,098,709.

    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).