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TCI Wealth Advisors, Inc.: DFAW position timeline

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

TCI Wealth Advisors, Inc. held 77,330 DFAW 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 77,330 shares
    Change vs previous 13F -1,817 shares

    0.28% of the 13F portfolio, value $6,402,155.

    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 79,147 shares
    Change vs previous 13F +5,628 shares

    0.31% of the 13F portfolio, value $5,839,449.

    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 73,519 shares
    Change vs previous 13F +3,714 shares

    0.3% of the 13F portfolio, value $5,438,946.

    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 69,805 shares
    Change vs previous 13F +8,084 shares

    0.3% of the 13F portfolio, value $5,016,171.

    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 61,721 shares
    Change vs previous 13F +23,607 shares

    0.28% of the 13F portfolio, value $4,140,248.

    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 38,114 shares
    Change vs previous 13F +4,482 shares

    0.19% of the 13F portfolio, value $2,335,618.

    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 33,632 shares
    Change vs previous 13F +8,281 shares

    0.18% of the 13F portfolio, value $2,100,669.

    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 25,351 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,608,797.

    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).