CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK
0000944361
City
MINNEAPOLIS
State / Country
MN
Holdings in USCI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,546,224 | 19,923 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $1,560,414 | 20,031 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $1,468,071 | 20,031 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $1,444,635 | 20,031 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $1,321,645 | 20,031 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $1,250,134 | 20,031 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $1,246,529 | 20,031 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $1,220,889 | 20,031 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $1,127,344 | 20,031 | Shares | Sole | 2024-01-16 |
| 2023-09-30 | $1,185,033 | 20,031 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $1,073,861 | 20,031 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $1,086,882 | 20,031 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $1,127,344 | 20,031 | Shares | Sole | 2023-01-19 |
| 2022-06-30 | $1,608,728 | 29,351 | Shares | Sole | 2022-07-08 |
| 2022-03-31 | $1,695,074 | 30,719 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $1,335,354 | 30,719 | Shares | Sole | 2022-01-26 |
| 2021-06-30 | $1,240,740 | 30,719 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $1,095,132 | 30,719 | Shares | Sole | 2021-05-24 |
| 2020-12-31 | $1,003,589 | 30,719 | Shares | Sole | 2021-01-14 |
| 2020-09-30 | $668,250 | 22,500 | Shares | Sole | 2020-10-13 |
| 2020-06-30 | $598,050 | 22,500 | Shares | Sole | 2020-07-16 |