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TCI Wealth Advisors, Inc.: DFAX position timeline

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

TCI Wealth Advisors, Inc. held 800,336 DFAX 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 800,336 shares
    Change vs previous 13F -39,120 shares

    1.28% of the 13F portfolio, value $29,484,367.

    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 839,456 shares
    Change vs previous 13F -36,849 shares

    1.51% of the 13F portfolio, value $28,516,320.

    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 876,305 shares
    Change vs previous 13F -28,884 shares

    1.58% of the 13F portfolio, value $28,681,468.

    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 905,189 shares
    Change vs previous 13F -32,650 shares

    1.69% of the 13F portfolio, value $28,404,836.

    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 937,839 shares
    Change vs previous 13F -48,939 shares

    1.89% of the 13F portfolio, value $27,544,338.

    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 986,778 shares
    Change vs previous 13F +30,892 shares

    2.07% of the 13F portfolio, value $25,853,573.

    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 955,886 shares
    Change vs previous 13F +46,371 shares

    1.99% of the 13F portfolio, value $23,763,328.

    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 909,515 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $24,566,008.

    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).