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TCI Wealth Advisors, Inc.: IWD position timeline

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

TCI Wealth Advisors, Inc. held 6,537 IWD 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 6,537 shares
    Change vs previous 13F +1,133 shares

    0.07% of the 13F portfolio, value $1,584,886.

    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 5,404 shares
    Change vs previous 13F -94 shares

    0.06% of the 13F portfolio, value $1,154,566.

    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 5,498 shares
    Change vs previous 13F -1,781 shares

    0.06% of the 13F portfolio, value $1,156,345.

    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 7,279 shares
    Change vs previous 13F +1,662 shares

    0.09% of the 13F portfolio, value $1,481,830.

    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 5,617 shares
    Change vs previous 13F -48 shares

    0.07% of the 13F portfolio, value $1,090,893.

    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 5,665 shares
    Change vs previous 13F -23 shares

    0.09% of the 13F portfolio, value $1,065,833.

    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 5,688 shares
    Change vs previous 13F -540 shares

    0.09% of the 13F portfolio, value $1,052,927.

    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 6,228 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,181,980.

    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).