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TCI Wealth Advisors, Inc.: DFSV position timeline

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

TCI Wealth Advisors, Inc. held 255,925 DFSV 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 255,925 shares
    Change vs previous 13F -6,311 shares

    0.43% of the 13F portfolio, value $9,927,312.

    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 262,236 shares
    Change vs previous 13F +2,098 shares

    0.49% of the 13F portfolio, value $9,188,760.

    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 260,138 shares
    Change vs previous 13F -5,857 shares

    0.47% of the 13F portfolio, value $8,555,943.

    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 265,995 shares
    Change vs previous 13F +9,507 shares

    0.51% of the 13F portfolio, value $8,469,272.

    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 256,488 shares
    Change vs previous 13F +239,732 shares

    0.52% of the 13F portfolio, value $7,548,438.

    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 16,756 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $471,682.

    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 16,756 shares
    Change vs previous 13F +3,388 shares

    0.04% of the 13F portfolio, value $515,750.

    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 13,368 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $411,735.

    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).