CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SEC EDGAR Filings (CIK 0000944361)

SEC EDGAR filings, ownership reports, and insider transactions for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC.

Business address
220 S. Sixth Street, Suite 300, Minneapolis, MN, 55402-4505
Top securities (13F)
VOO, SPHQ, VEA, SPAB, VTEB, SPIB, VIGI, SPSM, VWO, VGIT, NOBL, IVW, SPYG, MBB, PZA, IEFA, IVE, SHM, DFAC, and QUAL
State of incorporation
MN
Fiscal year end
31 December
Former names
LARSONALLEN FINANCIAL, LLC (to 22 Dec 2010)
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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has filed 84 SEC EDGAR filings since 23 Jan 2002

Latest Filings

Recent SEC filings for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC including 13F-HR, X-17A-5, X-17A-5/A and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2026 31 Dec 2025 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2025 30 Sep 2025 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2025 30 Jun 2025 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2025 31 Mar 2025 028-15253
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 19 Mar 2025 31 Dec 2024 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jan 2025 31 Dec 2024 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 30 Sep 2024 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jul 2024 30 Jun 2024 028-15253
X-17A-5/A Open X-17A-5/A document View SEC filing for X-17A-5/A 18 Jun 2024 31 Dec 2023 008-48239
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 18 Jun 2024 31 Dec 2023 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2024 31 Mar 2024 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jan 2024 31 Dec 2023 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2023 30 Sep 2023 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2023 30 Jun 2023 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Apr 2023 31 Mar 2023 028-15253
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 31 Mar 2023 31 Dec 2022 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jan 2023 31 Dec 2022 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Oct 2022 30 Sep 2022 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jul 2022 30 Jun 2022 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2022 31 Mar 2022 028-15253
X-17A-5/A Open X-17A-5/A document View SEC filing for X-17A-5/A 09 Mar 2022 31 Dec 2021 008-48239
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 28 Feb 2022 31 Dec 2021 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2022 31 Dec 2021 028-15253
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 02 Nov 2021 30 Sep 2021 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2021 30 Sep 2021 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2021 30 Jun 2021 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 May 2021 31 Mar 2021 028-15253
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 01 Mar 2021 31 Dec 2020 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jan 2021 31 Dec 2020 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2020 30 Sep 2020 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jul 2020 30 Jun 2020 028-15253
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 28 Feb 2020 31 Dec 2019 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2020 31 Dec 2019 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Oct 2019 30 Sep 2019 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2019 30 Jun 2019 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Apr 2019 31 Mar 2019 028-15253
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 27 Feb 2019 31 Dec 2018 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2019 31 Dec 2018 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2018 30 Sep 2018 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2018 30 Jun 2018 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2018 31 Mar 2018 028-15253
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 28 Feb 2018 31 Dec 2017 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2018 31 Dec 2017 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2017 30 Sep 2017 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2017 30 Jun 2017 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2017 31 Mar 2017 028-15253
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 28 Feb 2017 31 Dec 2016 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2017 31 Dec 2016 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2016 30 Sep 2016 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2016 30 Jun 2016 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2016 31 Mar 2016 028-15253
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 26 Feb 2016 31 Dec 2015 008-48239
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 26 Feb 2016 31 Dec 2015 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2016 31 Dec 2015 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Oct 2015 30 Sep 2015 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2015 30 Jun 2015 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Apr 2015 31 Mar 2015 028-15253
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 02 Mar 2015 31 Dec 2014 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2015 31 Dec 2014 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2014 30 Sep 2014 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jul 2014 30 Jun 2014 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Apr 2014 31 Mar 2014 028-15253
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 28 Feb 2014 31 Dec 2013 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2014 31 Dec 2013 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2013 30 Sep 2013 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Aug 2013 30 Jun 2013 028-15253
13F-HR Open 13F-HR document View SEC filing for 13F-HR FOR THE PERIOD ENDING MARCH 31, 2013 10 May 2013 31 Mar 2013 028-15253
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2013 31 Dec 2012 008-48239
13F-HR Open 13F-HR document View SEC filing for 13F-HR CLAWEALTHADVISORS13FFILING 14 Feb 2013 31 Dec 2012 028-15253
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 29 Feb 2012 31 Dec 2011 008-48239
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 18 Jan 2012 31 Oct 2011 008-48239
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 22 Dec 2010 31 Oct 2010 008-48239

About this filer

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC files with the SEC under CIK 0000944361. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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