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TCI Wealth Advisors, Inc.: DFLV position timeline

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

TCI Wealth Advisors, Inc. held 307,093 DFLV 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 307,093 shares
    Change vs previous 13F +12,373 shares

    0.53% of the 13F portfolio, value $12,142,457.

    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 294,720 shares
    Change vs previous 13F +24,404 shares

    0.56% of the 13F portfolio, value $10,524,454.

    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 270,316 shares
    Change vs previous 13F +39,599 shares

    0.51% of the 13F portfolio, value $9,247,514.

    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 230,717 shares
    Change vs previous 13F +42,752 shares

    0.45% of the 13F portfolio, value $7,590,599.

    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 187,965 shares
    Change vs previous 13F +74,310 shares

    0.4% of the 13F portfolio, value $5,830,675.

    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 113,655 shares
    Change vs previous 13F +26,770 shares

    0.28% of the 13F portfolio, value $3,474,434.

    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 86,885 shares
    Change vs previous 13F +11,191 shares

    0.22% of the 13F portfolio, value $2,609,157.

    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 75,694 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,332,133.

    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).