CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Holdings in NAD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,239,718 | 103,138 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $1,437,145 | 122,938 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $1,521,327 | 134,750 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $1,084,296 | 94,123 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $1,097,474 | 94,123 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $1,879,184 | 151,792 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $1,794,048 | 152,815 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $804,789 | 70,226 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $990,161 | 86,477 | Shares | Sole | 2024-01-16 |
| 2023-09-30 | $1,210,563 | 119,385 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $2,394,987 | 212,510 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $2,448,337 | 212,345 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $2,462,943 | 208,724 | Shares | Sole | 2023-01-19 |
| 2022-06-30 | $2,730,755 | 218,986 | Shares | Sole | 2022-07-08 |
| 2022-03-31 | $3,070,902 | 229,858 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $4,163,661 | 258,452 | Shares | Sole | 2022-01-26 |
| 2021-06-30 | $4,444,616 | 277,615 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $4,200,532 | 277,446 | Shares | Sole | 2021-05-24 |
| 2020-12-31 | $5,327,518 | 346,618 | Shares | Sole | 2021-01-14 |
| 2020-09-30 | $5,182,275 | 356,906 | Shares | Sole | 2020-10-13 |
| 2020-06-30 | $4,758,920 | 339,438 | Shares | Sole | 2020-07-16 |