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TCI Wealth Advisors, Inc.: DFIS position timeline

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

TCI Wealth Advisors, Inc. held 1,562,031 DFIS 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 1,562,031 shares
    Change vs previous 13F +135,631 shares

    2.37% of the 13F portfolio, value $54,717,937.

    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 1,426,400 shares
    Change vs previous 13F -15,048 shares

    2.55% of the 13F portfolio, value $48,026,896.

    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 1,441,448 shares
    Change vs previous 13F +22,047 shares

    2.62% of the 13F portfolio, value $47,481,305.

    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 1,419,401 shares
    Change vs previous 13F -1,214 shares

    2.68% of the 13F portfolio, value $44,895,654.

    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 1,420,615 shares
    Change vs previous 13F +9,255 shares

    2.91% of the 13F portfolio, value $42,391,155.

    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 1,411,360 shares
    Change vs previous 13F +118,166 shares

    2.92% of the 13F portfolio, value $36,469,552.

    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 1,293,194 shares
    Change vs previous 13F +188,569 shares

    2.65% of the 13F portfolio, value $31,754,372.

    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 1,104,625 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $29,637,095.

    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).