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TCI Wealth Advisors, Inc.: AVUV position timeline

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

TCI Wealth Advisors, Inc. held 1,388,724 AVUV 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 1,388,724 shares
    Change vs previous 13F +175,962 shares

    7.5% of the 13F portfolio, value $173,257,266.

    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 1,212,762 shares
    Change vs previous 13F +67,767 shares

    7.11% of the 13F portfolio, value $133,973,793.

    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 1,144,995 shares
    Change vs previous 13F +111,819 shares

    6.44% of the 13F portfolio, value $116,766,584.

    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 1,033,176 shares
    Change vs previous 13F +117,722 shares

    6.14% of the 13F portfolio, value $102,832,004.

    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 915,454 shares
    Change vs previous 13F +50,356 shares

    5.72% of the 13F portfolio, value $83,397,894.

    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 865,098 shares
    Change vs previous 13F +62,442 shares

    6.04% of the 13F portfolio, value $75,410,593.

    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 802,656 shares
    Change vs previous 13F +5,008 shares

    6.47% of the 13F portfolio, value $77,480,422.

    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 797,648 shares
    Change vs previous 13F not available

    6.45% of the 13F portfolio, value $76,534,373.

    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).