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, IEFA, IVE, MBB, PZA, 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 83 SEC EDGAR filings since 23 Jan 2002

Latest Filings

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