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TCI Wealth Advisors, Inc.: DFIC position timeline

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

TCI Wealth Advisors, Inc. held 155,289 DFIC 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 155,289 shares
    Change vs previous 13F +16,183 shares

    0.25% of the 13F portfolio, value $5,786,080.

    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 139,106 shares
    Change vs previous 13F +25,651 shares

    0.26% of the 13F portfolio, value $4,942,428.

    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 113,455 shares
    Change vs previous 13F +45,404 shares

    0.22% of the 13F portfolio, value $3,909,666.

    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 68,051 shares
    Change vs previous 13F +26,896 shares

    0.13% of the 13F portfolio, value $2,231,397.

    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 41,155 shares
    Change vs previous 13F +31,496 shares

    0.09% of the 13F portfolio, value $1,279,501.

    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 9,659 shares
    Change vs previous 13F +27 shares

    0.02% of the 13F portfolio, value $268,219.

    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 9,632 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $248,939.

    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 9,577 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $269,487.

    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).