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TCI Wealth Advisors, Inc.: DFIV position timeline

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

TCI Wealth Advisors, Inc. held 1,786,134 DFIV 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 1,786,134 shares
    Change vs previous 13F +175,027 shares

    4.17% of the 13F portfolio, value $96,486,936.

    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 1,611,107 shares
    Change vs previous 13F -18,102 shares

    4.52% of the 13F portfolio, value $85,034,207.

    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 1,629,209 shares
    Change vs previous 13F +63,842 shares

    4.48% of the 13F portfolio, value $81,297,509.

    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 1,565,367 shares
    Change vs previous 13F +69,733 shares

    4.31% of the 13F portfolio, value $72,194,718.

    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 1,495,634 shares
    Change vs previous 13F +72,652 shares

    4.39% of the 13F portfolio, value $64,058,001.

    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 1,422,982 shares
    Change vs previous 13F +50,855 shares

    4.48% of the 13F portfolio, value $56,008,585.

    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 1,372,127 shares
    Change vs previous 13F +60,186 shares

    4.07% of the 13F portfolio, value $48,683,060.

    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 1,311,941 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $49,958,708.

    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).