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TCI Wealth Advisors, Inc.: DFAT position timeline

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

TCI Wealth Advisors, Inc. held 465,341 DFAT 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 465,341 shares
    Change vs previous 13F -5,469 shares

    1.41% of the 13F portfolio, value $32,527,356.

    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 470,810 shares
    Change vs previous 13F -7,090 shares

    1.56% of the 13F portfolio, value $29,402,106.

    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 477,900 shares
    Change vs previous 13F -931 shares

    1.57% of the 13F portfolio, value $28,454,165.

    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 478,831 shares
    Change vs previous 13F -3,470 shares

    1.66% of the 13F portfolio, value $27,872,753.

    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 482,301 shares
    Change vs previous 13F -6,572 shares

    1.78% of the 13F portfolio, value $26,024,967.

    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 488,873 shares
    Change vs previous 13F -10,878 shares

    2.02% of the 13F portfolio, value $25,172,073.

    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 499,751 shares
    Change vs previous 13F -7,742 shares

    2.32% of the 13F portfolio, value $27,816,119.

    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 507,493 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $28,231,860.

    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).