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TCI Wealth Advisors, Inc.: IWM position timeline

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

TCI Wealth Advisors, Inc. held 1,586 IWM 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 1,586 shares
    Change vs previous 13F -60 shares

    0.02% of the 13F portfolio, value $476,521.

    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 1,646 shares
    Change vs previous 13F -27 shares

    0.02% of the 13F portfolio, value $408,152.

    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 1,673 shares
    Change vs previous 13F -206 shares

    0.02% of the 13F portfolio, value $411,723.

    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 1,879 shares
    Change vs previous 13F -40 shares

    0.03% of the 13F portfolio, value $454,699.

    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 1,919 shares
    Change vs previous 13F +365 shares

    0.03% of the 13F portfolio, value $414,088.

    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 1,554 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $309,938.

    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 1,552 shares
    Change vs previous 13F +101 shares

    0.03% of the 13F portfolio, value $342,853.

    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 1,451 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $320,512.

    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).