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TCI Wealth Advisors, Inc.: AVLV position timeline

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

TCI Wealth Advisors, Inc. held 41,919 AVLV 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 41,919 shares
    Change vs previous 13F +3,031 shares

    0.17% of the 13F portfolio, value $3,823,401.

    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 38,888 shares
    Change vs previous 13F +13,589 shares

    0.17% of the 13F portfolio, value $3,134,793.

    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 25,299 shares
    Change vs previous 13F +1,373 shares

    0.11% of the 13F portfolio, value $1,916,919.

    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 23,926 shares
    Change vs previous 13F +547 shares

    0.1% of the 13F portfolio, value $1,728,858.

    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 23,379 shares
    Change vs previous 13F -4,034 shares

    0.11% of the 13F portfolio, value $1,594,700.

    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 27,413 shares
    Change vs previous 13F +58 shares

    0.14% of the 13F portfolio, value $1,787,627.

    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 27,355 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,826,494.

    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 27,355 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,800,780.

    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).