TCI Wealth Advisors, Inc.: AVDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCI Wealth Advisors, Inc. on AVDV, newest first. How the timeline and the estimate are built.
TCI Wealth Advisors, Inc. held 749,670 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 749,670 sharesChange vs previous 13F +52,139 shares
3.34% of the 13F portfolio, value $77,253,490.
13F-HR 0002085853-26-000896 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 697,531 sharesChange vs previous 13F -2,219 shares
3.7% of the 13F portfolio, value $69,655,416.
13F-HR 0002085853-26-000512 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 699,750 sharesChange vs previous 13F +10,461 shares
3.62% of the 13F portfolio, value $65,755,509.
13F-HR 0002085853-26-000168 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 689,289 sharesChange vs previous 13F +15,214 shares
3.66% of the 13F portfolio, value $61,367,368.
13F-HR 0002085853-25-000069 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 674,075 sharesChange vs previous 13F +10,949 shares
3.66% of the 13F portfolio, value $53,440,637.
13F-HR 0001667731-25-000838 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 663,126 sharesChange vs previous 13F +13,694 shares
3.7% of the 13F portfolio, value $46,246,429.
13F-HR 0001667731-25-000462 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 649,432 sharesChange vs previous 13F +16,777 shares
3.53% of the 13F portfolio, value $42,265,013.
13F-HR 0001667731-25-000112 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 632,655 sharesChange vs previous 13F not available
3.77% of the 13F portfolio, value $44,709,763.
13F-HR 0001583751-24-000006 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).