CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Minneapolis, MN
CIK
0000944361
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 172 3,567,435 13F-HR 7/14/2023 000094436123000005 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q1 2023 185 3,389,095 13F-HR 4/12/2023 000094436123000004 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q4 2022 185 2,687,921 13F-HR 1/19/2023 000094436123000002 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q3 2022 88 810,073 13F-HR 10/12/2022 000094436122000007 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q2 2022 179 2,407,005 13F-HR 7/8/2022 000094436122000006 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q1 2022 187 2,800,658 13F-HR 4/27/2022 000094436122000005 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q4 2021 173 2,741,418 13F-HR 1/26/2022 000094436122000002 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q3 2021 300 2,552,790 RESTATEMENT 11/2/2021 000094436121000008 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q3 2021 39 136,953 13F-HR 10/14/2021 000094436121000007 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q2 2021 301 2,439,371 13F-HR 7/21/2021 000094436121000006 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q1 2021 165 2,116,064 13F-HR 5/24/2021 000094436121000005 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q4 2020 162 2,038,042 13F-HR 1/14/2021 000094436121000002 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q3 2020 153 1,773,347 13F-HR 10/13/2020 000094436120000007 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q2 2020 155 1,639,882 13F-HR 7/16/2020 000094436120000006 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q4 2019 149 1,258,898 13F-HR 1/29/2020 000094436120000003 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q3 2019 142 1,145,240 13F-HR 10/7/2019 000094436119000018 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q2 2019 108 997,411 13F-HR 7/17/2019 000094436119000014 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q1 2019 108 914,420 13F-HR 4/9/2019 000094436119000008 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q4 2018 135 1,004,314 13F-HR 1/22/2019 000094436119000003 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q3 2018 126 1,072,575 13F-HR 11/5/2018 000094436118000010 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q2 2018 127 1,022,597 13F-HR 7/23/2018 000094436118000007 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q1 2018 127 1,000,109 13F-HR 4/26/2018 000094436118000006 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q4 2017 123 973,021 13F-HR 1/31/2018 000094436118000003 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q3 2017 131 945,206 13F-HR 11/6/2017 000094436117000010 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q2 2017 131 895,785 13F-HR 8/1/2017 000094436117000008 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q1 2017 131 893,627 13F-HR 5/1/2017 000094436117000007 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q4 2016 127 874,195 13F-HR 2/3/2017 000094436117000004 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q3 2016 125 819,547 13F-HR 11/3/2016 000094436116000013 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q2 2016 106 691,606 13F-HR 8/9/2016 000094436116000011 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q1 2016 100 637,158 13F-HR 4/27/2016 000094436116000010 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q4 2015 113 595,299 13F-HR 2/1/2016 000094436116000009 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q3 2015 109 532,506 13F-HR 10/27/2015 000094436115000006 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q2 2015 160 501,165 13F-HR 7/29/2015 000094436115000005 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q1 2015 85 449,337 13F-HR 4/8/2015 000094436115000003 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q4 2014 77 461,824 13F-HR 1/22/2015 000094436115000002 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q3 2014 73 467,922 13F-HR 10/17/2014 000094436114000011 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q2 2014 77 507,975 13F-HR 7/16/2014 000094436114000008 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q1 2014 76 452,614 13F-HR 4/11/2014 000094436114000006 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Q4 2013 76 399,273 13F-HR 1/31/2014 000094436114000005 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC