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TCI Wealth Advisors, Inc.: VTES position timeline

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

TCI Wealth Advisors, Inc. held 25,155 VTES 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 25,155 shares
    Change vs previous 13F -13,512 shares

    0.11% of the 13F portfolio, value $2,548,454.

    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 38,667 shares
    Change vs previous 13F -982 shares

    0.21% of the 13F portfolio, value $3,910,781.

    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 39,649 shares
    Change vs previous 13F +149 shares

    0.22% of the 13F portfolio, value $4,027,348.

    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 39,500 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,026,038.

    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).