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TCI Wealth Advisors, Inc.: DFAS position timeline

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

TCI Wealth Advisors, Inc. held 2,820,974 DFAS 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 2,820,974 shares
    Change vs previous 13F +225,900 shares

    10.05% of the 13F portfolio, value $232,278,968.

    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 2,595,074 shares
    Change vs previous 13F +39,237 shares

    9.8% of the 13F portfolio, value $184,587,596.

    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 2,555,837 shares
    Change vs previous 13F +99,453 shares

    9.82% of the 13F portfolio, value $178,065,140.

    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 2,456,384 shares
    Change vs previous 13F +83,050 shares

    10.03% of the 13F portfolio, value $168,164,053.

    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 2,373,334 shares
    Change vs previous 13F -89,424 shares

    10.36% of the 13F portfolio, value $151,205,113.

    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 2,462,758 shares
    Change vs previous 13F +60,210 shares

    11.78% of the 13F portfolio, value $147,149,771.

    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 2,402,548 shares
    Change vs previous 13F +49,340 shares

    13.06% of the 13F portfolio, value $156,357,846.

    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 2,353,208 shares
    Change vs previous 13F not available

    12.87% of the 13F portfolio, value $152,629,080.

    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).