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TCI Wealth Advisors, Inc.: DFGP position timeline

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

TCI Wealth Advisors, Inc. held 685,446 DFGP 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 685,446 shares
    Change vs previous 13F +70,711 shares

    1.62% of the 13F portfolio, value $37,329,370.

    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 614,735 shares
    Change vs previous 13F +10,823 shares

    1.76% of the 13F portfolio, value $33,189,540.

    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 603,912 shares
    Change vs previous 13F +10,257 shares

    1.8% of the 13F portfolio, value $32,653,507.

    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 593,655 shares
    Change vs previous 13F +5,633 shares

    1.97% of the 13F portfolio, value $32,989,399.

    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 588,022 shares
    Change vs previous 13F +127,712 shares

    2.2% of the 13F portfolio, value $32,041,310.

    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 460,310 shares
    Change vs previous 13F +20,513 shares

    1.97% of the 13F portfolio, value $24,594,353.

    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 439,797 shares
    Change vs previous 13F +17,006 shares

    1.94% of the 13F portfolio, value $23,234,478.

    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 422,791 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $23,295,808.

    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).