CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK
0000944361
City
MINNEAPOLIS
State / Country
MN
Holdings in NMZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $391,479 | 38,418 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $616,687 | 58,233 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $621,277 | 59,911 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $653,629 | 59,911 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $647,637 | 59,911 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $764,009 | 65,524 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $707,003 | 65,524 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $691,933 | 65,524 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $647,377 | 65,524 | Shares | Sole | 2024-01-16 |
| 2023-09-30 | $904,762 | 97,496 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $1,873,955 | 177,290 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $1,912,572 | 177,090 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $1,828,939 | 176,880 | Shares | Sole | 2023-01-19 |
| 2022-06-30 | $2,188,017 | 187,010 | Shares | Sole | 2022-07-08 |
| 2022-03-31 | $2,438,815 | 187,457 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $2,922,302 | 193,274 | Shares | Sole | 2022-01-26 |
| 2021-06-30 | $3,061,378 | 198,920 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $3,035,841 | 210,384 | Shares | Sole | 2021-05-24 |
| 2020-12-31 | $3,703,156 | 256,807 | Shares | Sole | 2021-01-14 |
| 2020-09-30 | $3,461,803 | 256,620 | Shares | Sole | 2020-10-13 |
| 2020-06-30 | $3,240,189 | 245,655 | Shares | Sole | 2020-07-16 |