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TCI Wealth Advisors, Inc.: AVEM position timeline

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

TCI Wealth Advisors, Inc. held 229,475 AVEM 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 229,475 shares
    Change vs previous 13F -4,839 shares

    0.96% of the 13F portfolio, value $22,142,059.

    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 234,314 shares
    Change vs previous 13F -8,814 shares

    1% of the 13F portfolio, value $18,880,990.

    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 243,128 shares
    Change vs previous 13F -7,661 shares

    1.03% of the 13F portfolio, value $18,725,758.

    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 250,789 shares
    Change vs previous 13F -12,327 shares

    1.12% of the 13F portfolio, value $18,836,753.

    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 263,116 shares
    Change vs previous 13F -5,642 shares

    1.24% of the 13F portfolio, value $18,033,963.

    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 268,758 shares
    Change vs previous 13F -1,879 shares

    1.29% of the 13F portfolio, value $16,171,192.

    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 270,637 shares
    Change vs previous 13F +2,831 shares

    1.33% of the 13F portfolio, value $15,910,772.

    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 267,806 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $17,300,270.

    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).