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TCI Wealth Advisors, Inc.: WSO position timeline

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

TCI Wealth Advisors, Inc. held 3,190 WSO 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 3,190 shares
    Change vs previous 13F +79 shares

    0.06% of the 13F portfolio, value $1,329,369.

    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 3,111 shares
    Change vs previous 13F +1,326 shares

    0.06% of the 13F portfolio, value $1,131,751.

    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 1,785 shares
    Change vs previous 13F -6 shares

    0.03% of the 13F portfolio, value $601,456.

    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 1,791 shares
    Change vs previous 13F -5 shares

    0.04% of the 13F portfolio, value $724,102.

    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 1,796 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $793,150.

    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).