CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: XLF position timeline

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 26,957 XLF 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 26,957 shares

   Change vs previous 13F -6,716 shares

   0.02% of the 13F portfolio, value $1,439,504.

   13F-HR 0000944361-26-000007 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
   Accepted 2026-10-14 20:18:47 UTC, ingested 2026-10-14 20:19:28 UTC

2. period ended2026-06-30

   13F 33,673 shares

   Change vs previous 13F +11,241 shares

   0.02% of the 13F portfolio, value $1,805,210.

   13F-HR 0000944361-26-000006 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 22,432 shares

   Change vs previous 13F +22,432 shares

   0.02% of the 13F portfolio, value $1,107,468.

   13F-HR 0000944361-26-000005 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -18,511 shares

   13F-HR 0000944361-26-000001 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

5. period ended2025-09-30

   13F 18,511 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $997,188.

   13F-HR 0000944361-25-000007 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).