Current Market Value 1,459,314,851
Current Holdings 253
Most Recent File Date 2025-07-16
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by TCI Wealth Advisors, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-16 2025-06-30 13F-HR 253 1,459,315
2025-04-21 2025-03-31 13F-HR 229 1,249,141
2025-01-23 2024-12-31 13F-HR 227 1,196,964
2024-10-24 2024-09-30 13F-HR 243 1,186,282
2024-07-30 2024-06-30 13F-HR 221 1,060,017
2024-05-07 2024-03-31 13F-HR 217 1,014,682
2024-02-06 2023-12-31 13F-HR 206 937,759
2023-10-31 2023-09-30 13F-HR 193 783,629
2023-08-04 2023-06-30 13F-HR 196 783,000
2023-05-03 2023-03-31 13F-HR 2514 770,591
2023-02-07 2022-12-31 13F-HR 2484 722,499
2022-11-08 2022-09-30 13F-HR 2519 618,067
2022-07-19 2022-06-30 13F-HR 2378 653,521
2022-04-29 2022-03-31 13F-HR 2308 667,301
2022-01-24 2021-12-31 13F-HR 2370 676,335
2021-10-29 2021-09-30 13F-HR 2437 655,348
2021-08-02 2021-06-30 13F-HR 2375 591,573
2021-04-29 2021-03-31 13F-HR 2219 235,757
2021-01-21 2020-12-31 13F-HR 1621 223,775
2020-10-20 2020-09-30 13F-HR 1631 253,072
2020-07-20 2020-06-30 13F-HR 1548 233,919
2020-04-14 2020-03-31 13F-HR 1608 202,729
2020-01-27 2019-12-31 13F-HR 1602 257,434
2019-10-17 2019-09-30 13F-HR 1592 225,171
2019-07-23 2019-06-30 13F-HR 1508 222,012
2019-04-11 2019-03-31 13F-HR 1515 227,433
2019-01-17 2018-12-31 13F-HR 1558 206,428
2018-11-02 2018-09-30 13F-HR 1596 239,204
2018-07-26 2018-06-30 13F-HR 1586 224,912
2018-04-30 2018-03-31 13F-HR 1393 215,902
2018-02-01 2017-12-31 13F-HR 1413 227,704
2017-10-24 2017-09-30 13F-HR 1346 204,352
2017-08-10 2017-06-30 13F-HR 1361 195,834
2017-05-04 2017-03-31 13F-HR 1314 191,656
2017-02-10 2016-12-31 13F-HR 1392 190,716
2016-11-01 2016-09-30 13F-HR 1394 183,912
2016-08-09 2016-06-30 13F-HR 1357 180,207
2016-04-29 2016-03-31 13F-HR 1386 180,426
2016-02-10 2015-12-31 13F-HR 1075 179,516
2015-11-02 2015-09-30 13F-HR 1013 165,939
2015-08-10 2015-06-30 13F-HR 997 174,678
2015-04-30 2015-03-31 13F-HR 912 159,336
2015-02-06 2014-12-31 13F-HR 912 161,619
2014-11-05 2014-09-30 13F-HR 910 158,651
2014-08-11 2014-06-30 13F-HR 909 166,127
2014-05-15 2014-03-31 13F-HR 878 153,371
2014-01-21 2013-12-31 13F-HR 855 159,403
2013-10-25 2013-09-30 13F-HR 846 131,556
2013-09-12 2013-06-30 13F-HR 688 131,693
2013-10-18 2013-03-31 13F-HR 733 91,096
2013-10-18 2012-12-31 13F-HR 820 82,516