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CIK 0000944361 • 7 13F filings • Apr 17, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("cliftonlarsonallen-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0000944361-25-000007 |
| $6.34B |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0000944361-26-000006 | $7.61B | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0000944361-25-000005 | $5.96B | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0000944361-26-000005 | $2.36B | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0000944361-25-000004 | $5.36B | View |