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TCI Wealth Advisors, Inc.: DFUV position timeline

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

TCI Wealth Advisors, Inc. held 4,044,731 DFUV 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 4,044,731 shares
    Change vs previous 13F +580,692 shares

    9.63% of the 13F portfolio, value $222,500,660.

    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 3,464,039 shares
    Change vs previous 13F +144,548 shares

    8.91% of the 13F portfolio, value $167,867,313.

    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 3,319,491 shares
    Change vs previous 13F +278,384 shares

    8.53% of the 13F portfolio, value $154,655,089.

    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 3,041,107 shares
    Change vs previous 13F +299,159 shares

    8.11% of the 13F portfolio, value $135,907,087.

    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 2,741,948 shares
    Change vs previous 13F +266,152 shares

    7.95% of the 13F portfolio, value $115,929,572.

    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 2,475,796 shares
    Change vs previous 13F +188,031 shares

    8.17% of the 13F portfolio, value $102,027,542.

    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 2,287,765 shares
    Change vs previous 13F +44,653 shares

    7.82% of the 13F portfolio, value $93,615,342.

    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 2,243,112 shares
    Change vs previous 13F not available

    7.88% of the 13F portfolio, value $93,515,357.

    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).