TCI Wealth Advisors, Inc.: TRV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCI Wealth Advisors, Inc. on TRV, newest first. How the timeline and the estimate are built.
TCI Wealth Advisors, Inc. held 699 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 699 sharesChange vs previous 13F +699 shares
0.01% of the 13F portfolio, value $230,754.
13F-HR 0002085853-26-000896 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -2,359 shares
13F-HR 0002085853-26-000168 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 2,359 sharesChange vs previous 13F +6 shares
0.04% of the 13F portfolio, value $658,680.
13F-HR 0002085853-25-000069 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,353 sharesChange vs previous 13F +14 shares
0.04% of the 13F portfolio, value $629,522.
13F-HR 0001667731-25-000838 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,339 sharesChange vs previous 13F +12 shares
0.05% of the 13F portfolio, value $618,572.
13F-HR 0001667731-25-000462 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,327 sharesChange vs previous 13F -24 shares
0.05% of the 13F portfolio, value $560,552.
13F-HR 0001667731-25-000112 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,351 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $550,417.
13F-HR 0001583751-24-000006 filed by TCI Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).