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TCI Wealth Advisors, Inc.: PSN position timeline

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

TCI Wealth Advisors, Inc. held 25,101 PSN 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 25,101 shares
    Change vs previous 13F +108 shares

    0.06% of the 13F portfolio, value $1,315,042.

    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 24,993 shares
    Change vs previous 13F -1,441 shares

    0.07% of the 13F portfolio, value $1,353,871.

    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 26,434 shares
    Change vs previous 13F -2,886 shares

    0.09% of the 13F portfolio, value $1,633,622.

    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 29,320 shares
    Change vs previous 13F -3,739 shares

    0.15% of the 13F portfolio, value $2,431,215.

    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 33,059 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,372,645.

    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).