CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: VPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC on VPL, newest first. How the timeline and the estimate are built.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 21,574 VPL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 21,574 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $2,495,897.
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 21,574 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $2,108,428.
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 21,574 sharesChange vs previous 13F -2,964 shares
0.03% of the 13F portfolio, value $1,950,290.
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 24,538 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $2,155,418.
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 24,538 sharesChange vs previous 13F -222 shares
0.03% of the 13F portfolio, value $2,016,533.
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 24,760 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $1,794,116.
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 24,759 sharesChange vs previous 13F +223 shares
0.03% of the 13F portfolio, value $1,758,861.
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 24,536 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,923,349.
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).