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TCI Wealth Advisors, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCI Wealth Advisors, Inc. on AGG, newest first. How the timeline and the estimate are built.

TCI Wealth Advisors, Inc. held 200,623 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,623 shares
    Change vs previous 13F -9,788 shares

    0.86% of the 13F portfolio, value $19,857,673.

    13F-HR 0002085853-26-000896 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 210,411 shares
    Change vs previous 13F -2,849 shares

    1.11% of the 13F portfolio, value $20,887,472.

    13F-HR 0002085853-26-000512 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 213,260 shares
    Change vs previous 13F -3,506 shares

    1.17% of the 13F portfolio, value $21,300,428.

    13F-HR 0002085853-26-000168 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 216,766 shares
    Change vs previous 13F -2,348 shares

    1.3% of the 13F portfolio, value $21,730,837.

    13F-HR 0002085853-25-000069 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 219,114 shares
    Change vs previous 13F -5,171 shares

    1.49% of the 13F portfolio, value $21,736,130.

    13F-HR 0001667731-25-000838 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 224,285 shares
    Change vs previous 13F -625 shares

    1.78% of the 13F portfolio, value $22,186,241.

    13F-HR 0001667731-25-000462 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 224,910 shares
    Change vs previous 13F +8,062 shares

    1.82% of the 13F portfolio, value $21,793,827.

    13F-HR 0001667731-25-000112 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 216,848 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $21,960,202.

    13F-HR 0001583751-24-000006 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).