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TCI Wealth Advisors, Inc.: DFUS position timeline

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

TCI Wealth Advisors, Inc. held 3,829,125 DFUS 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 3,829,125 shares
    Change vs previous 13F +507,693 shares

    13.58% of the 13F portfolio, value $313,758,469.

    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 3,321,432 shares
    Change vs previous 13F +153,007 shares

    12.51% of the 13F portfolio, value $235,522,772.

    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 3,168,425 shares
    Change vs previous 13F +216,267 shares

    12.95% of the 13F portfolio, value $235,002,066.

    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 2,952,158 shares
    Change vs previous 13F +221,791 shares

    12.76% of the 13F portfolio, value $213,854,299.

    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 2,730,367 shares
    Change vs previous 13F +247,713 shares

    12.54% of the 13F portfolio, value $182,989,226.

    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 2,482,654 shares
    Change vs previous 13F +139,609 shares

    12.02% of the 13F portfolio, value $150,150,931.

    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 2,343,045 shares
    Change vs previous 13F -20,881 shares

    12.48% of the 13F portfolio, value $149,369,113.

    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 2,363,926 shares
    Change vs previous 13F not available

    12.39% of the 13F portfolio, value $147,036,197.

    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).