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TCI Wealth Advisors, Inc.: DFAE position timeline

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

TCI Wealth Advisors, Inc. held 2,436,573 DFAE 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 2,436,573 shares
    Change vs previous 13F +380,423 shares

    4.24% of the 13F portfolio, value $97,974,593.

    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 2,056,150 shares
    Change vs previous 13F +106,750 shares

    3.7% of the 13F portfolio, value $69,621,249.

    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 1,949,400 shares
    Change vs previous 13F +230,774 shares

    3.5% of the 13F portfolio, value $63,491,963.

    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 1,718,626 shares
    Change vs previous 13F +209,542 shares

    3.23% of the 13F portfolio, value $54,188,272.

    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 1,509,084 shares
    Change vs previous 13F +142,481 shares

    2.99% of the 13F portfolio, value $43,687,971.

    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 1,366,603 shares
    Change vs previous 13F +251,013 shares

    2.83% of the 13F portfolio, value $35,381,355.

    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 1,115,590 shares
    Change vs previous 13F +218,308 shares

    2.36% of the 13F portfolio, value $28,302,522.

    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 897,282 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $24,594,490.

    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).