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TCI Wealth Advisors, Inc.: DFSU position timeline

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

TCI Wealth Advisors, Inc. held 275,091 DFSU 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 275,091 shares
    Change vs previous 13F +4,099 shares

    0.56% of the 13F portfolio, value $12,827,494.

    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 270,992 shares
    Change vs previous 13F +14,239 shares

    0.59% of the 13F portfolio, value $11,135,062.

    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 256,753 shares
    Change vs previous 13F +52,548 shares

    0.61% of the 13F portfolio, value $11,150,783.

    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 204,205 shares
    Change vs previous 13F +124,191 shares

    0.52% of the 13F portfolio, value $8,673,118.

    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 80,014 shares
    Change vs previous 13F +28,619 shares

    0.22% of the 13F portfolio, value $3,140,550.

    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 51,395 shares
    Change vs previous 13F +1,398 shares

    0.15% of the 13F portfolio, value $1,840,455.

    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 49,997 shares
    Change vs previous 13F +6,204 shares

    0.16% of the 13F portfolio, value $1,894,887.

    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 43,793 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,628,224.

    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).