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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC → KOLD
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC KOLD Position History
KOLD
Quarters held
4
Latest value
$145.9M
Q3 2026
Peak value
$150.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $137M |
| Q1 2026 | $145M |
| Q2 2026 | $150.9M |
| Q3 2026 | $145.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $145.9M | 2.70M | — | — |
| Q2 2026 | $150.9M | 2.69M | — | — |
| Q1 2026 | $145M | 1.37M | — | — |
| Q4 2025 | $137M | 1.32M | — | — |
Other funds holding KOLD
$996.9M
$963.3M
$959.3M