CliftonLarsonAllen Wealth Advisors - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for CliftonLarsonAllen Wealth Advisors going back to May 10, 2013

• Cliftonlarsonallen Wealth Advisors 2023 Q4 - filed Jan. 16, 2024 - new!
• Cliftonlarsonallen Wealth Advisors 2023 Q3 - filed Oct. 13, 2023
• Cliftonlarsonallen Wealth Advisors 2023 Q2 - filed July 14, 2023
• Cliftonlarsonallen Wealth Advisors 2023 Q1 - filed April 13, 2023
• Cliftonlarsonallen Wealth Advisors 2022 Q4 - filed Jan. 19, 2023
• Cliftonlarsonallen Wealth Advisors 2022 Q3 - filed Oct. 12, 2022
• Cliftonlarsonallen Wealth Advisors 2022 Q2 - filed July 8, 2022
• Cliftonlarsonallen Wealth Advisors 2022 Q1 - filed April 27, 2022
• Cliftonlarsonallen Wealth Advisors 2021 Q4 - filed Jan. 26, 2022
• Cliftonlarsonallen Wealth Advisors 2021 Q3 restated - filed Nov. 2, 2021
• Cliftonlarsonallen Wealth Advisors 2021 Q3 - filed Oct. 14, 2021
• Cliftonlarsonallen Wealth Advisors 2021 Q2 - filed July 21, 2021
• Cliftonlarsonallen Wealth Advisors 2021 Q1 - filed May 24, 2021
• Cliftonlarsonallen Wealth Advisors 2020 Q4 - filed Jan. 14, 2021
• Cliftonlarsonallen Wealth Advisors 2020 Q3 - filed Oct. 13, 2020
• Cliftonlarsonallen Wealth Advisors 2020 Q2 - filed July 16, 2020
• Cliftonlarsonallen Wealth Advisors 2019 Q4 - filed Jan. 29, 2020
• Cliftonlarsonallen Wealth Advisors 2019 Q3 - filed Oct. 7, 2019
• Cliftonlarsonallen Wealth Advisors 2019 Q2 - filed July 17, 2019
• Cliftonlarsonallen Wealth Advisors 2019 Q1 - filed April 9, 2019
• Cliftonlarsonallen Wealth Advisors 2018 Q4 - filed Jan. 22, 2019
• Cliftonlarsonallen Wealth Advisors 2018 Q3 - filed Nov. 5, 2018
• Cliftonlarsonallen Wealth Advisors 2018 Q2 - filed July 23, 2018
• Cliftonlarsonallen Wealth Advisors 2018 Q1 - filed April 26, 2018
• Cliftonlarsonallen Wealth Advisors 2017 Q4 - filed Jan. 31, 2018
• Cliftonlarsonallen Wealth Advisors 2017 Q3 - filed Nov. 6, 2017
• Cliftonlarsonallen Wealth Advisors 2017 Q2 - filed Aug. 1, 2017
• Cliftonlarsonallen Wealth Advisors 2017 Q1 - filed May 1, 2017
• Cliftonlarsonallen Wealth Advisors 2016 Q4 - filed Feb. 3, 2017
• Cliftonlarsonallen Wealth Advisors 2016 Q3 - filed Nov. 3, 2016
• Cliftonlarsonallen Wealth Advisors 2016 Q2 - filed Aug. 9, 2016
• Cliftonlarsonallen Wealth Advisors 2016 Q1 - filed April 27, 2016
• Cliftonlarsonallen Wealth Advisors 2015 Q4 - filed Feb. 1, 2016
• Cliftonlarsonallen Wealth Advisors 2015 Q3 - filed Oct. 27, 2015
• Cliftonlarsonallen Wealth Advisors 2015 Q2 - filed July 29, 2015
• Cliftonlarsonallen Wealth Advisors 2015 Q1 - filed April 8, 2015
• Cliftonlarsonallen Wealth Advisors 2014 Q4 - filed Jan. 22, 2015
• Cliftonlarsonallen Wealth Advisors 2014 Q3 - filed Oct. 17, 2014
• Cliftonlarsonallen Wealth Advisors 2014 Q2 - filed July 16, 2014
• Cliftonlarsonallen Wealth Advisors 2014 Q1 - filed April 11, 2014
• Cliftonlarsonallen Wealth Advisors 2013 Q4 - filed Jan. 31, 2014
• Cliftonlarsonallen Wealth Advisors 2013 Q3 - filed Oct. 30, 2013
• Cliftonlarsonallen Wealth Advisors 2013 Q2 - filed Aug. 20, 2013
• CliftonLarsonAllen Wealth Advisors 2013 Q1 - filed May 10, 2013