$771 Million is the total value of TCI Wealth Advisors, Inc.'s 2515 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -24 | -100.0% | 0.00% | – |
| LXU | Exit | LSB INDS INC | $0 | – | -204 | -100.0% | 0.00% | – |
| RGNX | Exit | REGENXBIO INC | $0 | – | -141 | -100.0% | 0.00% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -2 | -100.0% | 0.00% | – |
| SI | Exit | SILVERGATE CAP CORPcl a | $0 | – | -182 | -100.0% | 0.00% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -10 | -100.0% | 0.00% | – |
| IXC | Exit | ISHARES TRglobal energ etf | $0 | – | -57 | -100.0% | 0.00% | – |
| OSTK | Exit | OVERSTOCK COM INC DEL | $0 | – | -10 | -100.0% | 0.00% | – |
| FCUV | Exit | FOCUS UNVL INC | $0 | – | -39 | -100.0% | 0.00% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -65 | -100.0% | 0.00% | – |
| JANX | Exit | JANUX THERAPEUTICS INC | $0 | – | -91 | -100.0% | 0.00% | – |
| UPLD | Exit | UPLAND SOFTWARE INC | $0 | – | -447 | -100.0% | 0.00% | – |
| ORGN | Exit | ORIGIN MATERIALS INC | $0 | – | -633 | -100.0% | 0.00% | – |
| CDXS | Exit | CODEXIS INC | $0 | – | -630 | -100.0% | 0.00% | – |
| SAVA | Exit | CASSAVA SCIENCES INC | $0 | – | -86 | -100.0% | 0.00% | – |
| Exit | ABSCI CORPORATION | $0 | – | -552 | -100.0% | 0.00% | – | |
| COLL | Exit | COLLEGIUM PHARMACEUTICAL INC | $0 | – | -101 | -100.0% | 0.00% | – |
| NKTR | Exit | NEKTAR THERAPEUTICS | $0 | – | -1,246 | -100.0% | 0.00% | – |
| LOB | Exit | LIVE OAK BANCSHARES INC | $0 | – | -2 | -100.0% | 0.00% | – |
| HMST | Exit | HOMESTREET INC | $0 | – | -52 | -100.0% | 0.00% | – |
| MSGE | Exit | MADISON SQUARE GRDN ENTERTNMcl a | $0 | – | -1 | -100.0% | 0.00% | – |
| BANC | Exit | BANC OF CALIFORNIA INC | $0 | – | -124 | -100.0% | 0.00% | – |
| LC | Exit | LENDINGCLUB CORP | $0 | – | -364 | -100.0% | 0.00% | – |
| Exit | SIMPLIFY EXCHANGE TRADED FUNtail risk strat | $0 | – | -52 | -100.0% | 0.00% | – | |
| CIXX | Exit | CI FINL CORP | $0 | – | -30 | -100.0% | 0.00% | – |
| SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -52 | -100.0% | 0.00% | – |
| TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -228 | -100.0% | 0.00% | – |
| KB | Exit | KB FINL GROUP INCsponsored adr | $0 | – | -50 | -100.0% | 0.00% | – |
| DBD | Exit | DIEBOLD NIXDORF INC | $0 | – | -2,020 | -100.0% | 0.00% | – |
| BMEA | Exit | BIOMEA FUSION INC | $0 | – | -207 | -100.0% | 0.00% | – |
| VLDR | Exit | VELODYNE LIDAR INC | $0 | – | -42 | -100.0% | 0.00% | – |
| DCT | Exit | DUCK CREEK TECHNOLOGIES INC | $0 | – | -267 | -100.0% | 0.00% | – |
| Exit | ARDAGH METAL PACKAGING S A | $0 | – | -3 | -100.0% | 0.00% | – | |
| MRTX | Exit | MIRATI THERAPEUTICS INC | $0 | – | -25 | -100.0% | 0.00% | – |
| HA | Exit | HAWAIIAN HOLDINGS INC | $0 | – | -93 | -100.0% | 0.00% | – |
| IAA | Exit | IAA INC | $0 | – | -5 | -100.0% | 0.00% | – |
| EDIT | Exit | EDITAS MEDICINE INC | $0 | – | -330 | -100.0% | 0.00% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -65 | -100.0% | 0.00% | – |
| Exit | ESS TECH INC | $0 | – | -60 | -100.0% | 0.00% | – | |
| CUZ | Exit | COUSINS PPTYS INC | $0 | – | -47 | -100.0% | 0.00% | – |
| DSGN | Exit | DESIGN THERAPEUTICS INC | $0 | – | -84 | -100.0% | 0.00% | – |
| HYFM | Exit | HYDROFARM HLDGS GROUP INC | $0 | – | -483 | -100.0% | 0.00% | – |
| MCRB | Exit | SERES THERAPEUTICS INC | $0 | – | -544 | -100.0% | 0.00% | – |
| BIG | Exit | BIG LOTS INC | $0 | – | -87 | -100.0% | 0.00% | – |
| TTGT | Exit | TECHTARGET INC | $0 | – | -80 | -100.0% | 0.00% | – |
| SAVE | Exit | SPIRIT AIRLS INC | $0 | – | -177 | -100.0% | 0.00% | – |
| MRKR | Exit | MARKER THERAPEUTICS INC | $0 | – | -100 | -100.0% | 0.00% | – |
| XHR | Exit | XENIA HOTELS & RESORTS INC | $0 | – | -257 | -100.0% | 0.00% | – |
| AMNB | Exit | AMERICAN NATL BANKSHARES INC | $0 | – | -66 | -100.0% | 0.00% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -82 | -100.0% | 0.00% | – |
| EGRX | Exit | EAGLE PHARMACEUTICALS INC | $0 | – | -119 | -100.0% | 0.00% | – |
| BCAB | Exit | BIOATLA INC | $0 | – | -239 | -100.0% | 0.00% | – |
| SAFE | Exit | SAFEHOLD INC | $0 | – | -48 | -100.0% | 0.00% | – |
| BLOK | Exit | AMPLIFY ETF TRblockchain ldr | $0 | – | -59 | -100.0% | 0.00% | – |
| Exit | UDEMY INC | $0 | – | -314 | -100.0% | 0.00% | – | |
| SCU | Exit | SCULPTOR CAP MGMT | $0 | – | -349 | -100.0% | 0.00% | – |
| Exit | ALLBIRDS INC | $0 | – | -1,239 | -100.0% | 0.00% | – | |
| GPMT | Exit | GRANITE PT MTG TR INC | $0 | – | -648 | -100.0% | 0.00% | – |
| Exit | WARBY PARKER INC | $0 | – | -220 | -100.0% | 0.00% | – | |
| RSI | Exit | RUSH STREET INTERACTIVE INC | $0 | – | -917 | -100.0% | 0.00% | – |
| BTU | Exit | PEABODY ENERGY CORP | $0 | – | -8 | -100.0% | 0.00% | – |
| DOMO | Exit | DOMO INC | $0 | – | -216 | -100.0% | 0.00% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -18 | -100.0% | 0.00% | – |
| GDOT | Exit | GREEN DOT CORPcl a | $0 | – | -45 | -100.0% | 0.00% | – |
| CMLS | Exit | CUMULUS MEDIA INC | $0 | – | -453 | -100.0% | 0.00% | – |
| ICLR | Exit | ICON PLC | $0 | – | -10 | -100.0% | 0.00% | – |
| IGOV | Exit | ISHARES TRintl trea bd etf | $0 | – | -48 | -100.0% | 0.00% | – |
| Exit | VIA RENEWABLES INC | $0 | – | -640 | -100.0% | 0.00% | – | |
| Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -227 | -100.0% | 0.00% | – | |
| ALEC | Exit | ALECTOR INC | $0 | – | -369 | -100.0% | 0.00% | – |
| BCYC | Exit | BICYCLE THERAPEUTICS PLCsponsored ads | $0 | – | -73 | -100.0% | 0.00% | – |
| TUP | Exit | TUPPERWARE BRANDS CORP | $0 | – | -51 | -100.0% | 0.00% | – |
| PFC | Exit | PREMIER FINANCIAL CORP | $0 | – | -132 | -100.0% | 0.00% | – |
| INO | Exit | INOVIO PHARMACEUTICALS INC | $0 | – | -1,682 | -100.0% | 0.00% | – |
| ING | Exit | ING GROEP N.V.sponsored adr | $0 | – | -200 | -100.0% | 0.00% | – |
| LZ | Exit | LEGALZOOM COM INC | $0 | – | -384 | -100.0% | 0.00% | – |
| CTAQU | Exit | CARNEY TECHNOLOGY ACQU CORPunit 12/10/2025 | $0 | – | -45 | -100.0% | 0.00% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -53 | -100.0% | 0.00% | – |
| ONEW | Exit | ONEWATER MARINE INC | $0 | – | -118 | -100.0% | 0.00% | – |
| CDMO | Exit | AVID BIOSERVICES INC | $0 | – | -228 | -100.0% | 0.00% | – |
| PCRX | Exit | PACIRA BIOSCIENCES INC | $0 | – | -43 | -100.0% | 0.00% | – |
| UNIT | Exit | UNITI GROUP INC | $0 | – | -313 | -100.0% | 0.00% | – |
| CONN | Exit | CONNS INC | $0 | – | -126 | -100.0% | 0.00% | – |
| SNBR | Exit | SLEEP NUMBER CORP | $0 | – | -24 | -100.0% | 0.00% | – |
| TRUP | Exit | TRUPANION INC | $0 | – | -64 | -100.0% | 0.00% | – |
| SANA | Exit | SANA BIOTECHNOLOGY INC | $0 | – | -851 | -100.0% | 0.00% | – |
| QRTEA | Exit | QURATE RETAIL INC | $0 | – | -502 | -100.0% | 0.00% | – |
| OMIC | Exit | SINGULAR GENOMICS SYSTEMS IN | $0 | – | -472 | -100.0% | 0.00% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -29 | -100.0% | 0.00% | – |
| VICR | Exit | VICOR CORP | $0 | – | -61 | -100.0% | 0.00% | – |
| PRVA | Exit | PRIVIA HEALTH GROUP INC | $0 | – | -59 | -100.0% | 0.00% | – |
| EQR | Exit | EQUITY RESIDENTIALsh ben int | $0 | – | -18 | -100.0% | 0.00% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -29 | -100.0% | 0.00% | – |
| BGFV | Exit | BIG 5 SPORTING GOODS CORP | $0 | – | -288 | -100.0% | 0.00% | – |
| ORRF | Exit | ORRSTOWN FINL SVCS INC | $0 | – | -107 | -100.0% | 0.00% | – |
| MGNI | Exit | MAGNITE INC | $0 | – | -112 | -100.0% | 0.00% | – |
| Exit | ADTRAN HOLDINGS INC | $0 | – | -184 | -100.0% | 0.00% | – | |
| TSP | Exit | TUSIMPLE HLDGS INCcl a | $0 | – | -128 | -100.0% | 0.00% | – |
| Exit | F&G ANNUITIES & LIFE INC | $0 | – | -1 | -100.0% | 0.00% | – | |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -75 | -100.0% | 0.00% | – |
| UPWK | Exit | UPWORK INC | $0 | – | -426 | -100.0% | -0.00% | – |
| NARI | Exit | INARI MED INC | $0 | – | -91 | -100.0% | -0.00% | – |
| DCOM | Exit | DIME CMNTY BANCSHARES INC | $0 | – | -115 | -100.0% | -0.00% | – |
| EWW | Exit | ISHARES INCmsci mexico etf | $0 | – | -85 | -100.0% | -0.00% | – |
| EBIX | Exit | EBIX INC | $0 | – | -201 | -100.0% | -0.00% | – |
| TVTX | Exit | TRAVERE THERAPEUTICS INC | $0 | – | -193 | -100.0% | -0.00% | – |
| PCOR | Exit | PROCORE TECHNOLOGIES INC | $0 | – | -121 | -100.0% | -0.00% | – |
| LEGN | Exit | LEGEND BIOTECH CORPsponsored ads | $0 | – | -75 | -100.0% | -0.00% | – |
| AOSL | Exit | ALPHA & OMEGA SEMICONDUCTOR | $0 | – | -141 | -100.0% | -0.00% | – |
| VVNT | Exit | VIVINT SMART HOME INC | $0 | – | -905 | -100.0% | -0.00% | – |
| LTC | Exit | LTC PPTYS INC | $0 | – | -279 | -100.0% | -0.00% | – |
| RFP | Exit | RESOLUTE FST PRODS INC | $0 | – | -390 | -100.0% | -0.00% | – |
| EXPI | Exit | EXP WORLD HLDGS INC | $0 | – | -360 | -100.0% | -0.00% | – |
| KURA | Exit | KURA ONCOLOGY INC | $0 | – | -318 | -100.0% | -0.00% | – |
| EWJ | Exit | ISHARES INCmsci jpn etf new | $0 | – | -67 | -100.0% | -0.00% | – |
| EYE | Exit | NATIONAL VISION HLDGS INC | $0 | – | -216 | -100.0% | -0.00% | – |
| SFST | Exit | SOUTHERN FIRST BANCSHARES | $0 | – | -189 | -100.0% | -0.00% | – |
| FATE | Exit | FATE THERAPEUTICS INC | $0 | – | -594 | -100.0% | -0.00% | – |
| EVOP | Exit | EVO PMTS INC | $0 | – | -242 | -100.0% | -0.00% | – |
| ARDX | Exit | ARDELYX INC | $0 | – | -1,364 | -100.0% | -0.00% | – |
| BV | Exit | BRIGHTVIEW HLDGS INC | $0 | – | -1,085 | -100.0% | -0.00% | – |
| NHC | Exit | NATIONAL HEALTHCARE CORP | $0 | – | -147 | -100.0% | -0.00% | – |
| KNBE | Exit | KNOWBE4 INCcl a | $0 | – | -223 | -100.0% | -0.00% | – |
| FRO | Exit | FRONTLINE LTD | $0 | – | -572 | -100.0% | -0.00% | – |
| LPRO | Exit | OPEN LENDING CORP | $0 | – | -946 | -100.0% | -0.00% | – |
| GOOD | Exit | GLADSTONE COMMERCIAL CORP | $0 | – | -443 | -100.0% | -0.00% | – |
| Exit | KINETIK HOLDINGS INC | $0 | – | -119 | -100.0% | -0.00% | – | |
| APPS | Exit | DIGITAL TURBINE INC | $0 | – | -304 | -100.0% | -0.00% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -242 | -100.0% | -0.00% | – |
| ASND | Exit | ASCENDIS PHARMA A/Ssponsored adr | $0 | – | -67 | -100.0% | -0.00% | – |
| Exit | EXCELERATE ENERGY INC | $0 | – | -370 | -100.0% | -0.00% | – | |
| Exit | HASHICORP INC | $0 | – | -167 | -100.0% | -0.00% | – | |
| INFL | Exit | LISTED FD TRhorizon kinetics | $0 | – | -143 | -100.0% | -0.00% | – |
| CTO | Exit | CTO RLTY GROWTH INC NEW | $0 | – | -207 | -100.0% | -0.00% | – |
| SBNY | Exit | SIGNATURE BK NEW YORK N Y | $0 | – | -44 | -100.0% | -0.00% | – |
| INVA | Exit | INNOVIVA INC | $0 | – | -630 | -100.0% | -0.00% | – |
| EOS | Exit | EATON VANCE ENHANCED EQUITY | $0 | – | -500 | -100.0% | -0.00% | – |
| WOOF | Exit | PETCO HEALTH & WELLNESS CO I | $0 | – | -497 | -100.0% | -0.00% | – |
| SHO | Exit | SUNSTONE HOTEL INVS INC NEW | $0 | – | -581 | -100.0% | -0.00% | – |
| MCB | Exit | METROPOLITAN BK HLDG CORP | $0 | – | -81 | -100.0% | -0.00% | – |
| SJI | Exit | SOUTH JERSEY INDS INC | $0 | – | -225 | -100.0% | -0.00% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -101 | -100.0% | -0.00% | – |
| FMNB | Exit | FARMERS NATIONAL BANC CORP | $0 | – | -611 | -100.0% | -0.00% | – |
| RLMD | Exit | RELMADA THERAPEUTICS INC | $0 | – | -1,077 | -100.0% | -0.00% | – |
| SSP | Exit | SCRIPPS E W CO OHIOcl a new | $0 | – | -586 | -100.0% | -0.00% | – |
| UEC | Exit | URANIUM ENERGY CORP | $0 | – | -1,117 | -100.0% | -0.00% | – |
| AHCO | Exit | ADAPTHEALTH CORP | $0 | – | -270 | -100.0% | -0.00% | – |
| AVO | Exit | MISSION PRODUCE INC | $0 | – | -326 | -100.0% | -0.00% | – |
| VNDA | Exit | VANDA PHARMACEUTICALS INC | $0 | – | -660 | -100.0% | -0.00% | – |
| CNNE | Exit | CANNAE HLDGS INC | $0 | – | -187 | -100.0% | -0.00% | – |
| FRST | Exit | PRIMIS FINANCIAL CORP | $0 | – | -638 | -100.0% | -0.00% | – |
| AMSWA | Exit | AMER SOFTWARE INCcl a | $0 | – | -363 | -100.0% | -0.00% | – |
| MEG | Exit | MONTROSE ENVIRONMENTAL GROUP | $0 | – | -97 | -100.0% | -0.00% | – |
| HPP | Exit | HUDSON PAC PPTYS INC | $0 | – | -521 | -100.0% | -0.00% | – |
| THFF | Exit | FIRST FINL CORP IND | $0 | – | -81 | -100.0% | -0.00% | – |
| CUTR | Exit | CUTERA INC | $0 | – | -108 | -100.0% | -0.00% | – |
| PULS | Exit | PGIM ETF TRpgim ultra sh bd | $0 | – | -187 | -100.0% | -0.00% | – |
| STAR | Exit | ISTAR INC | $0 | – | -1,117 | -100.0% | -0.00% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -65 | -100.0% | -0.00% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -101 | -100.0% | -0.00% | – |
| SAFT | Exit | SAFETY INS GROUP INC | $0 | – | -64 | -100.0% | -0.00% | – |
| MNTK | Exit | MONTAUK RENEWABLES INC | $0 | – | -340 | -100.0% | -0.00% | – |
| ONEM | Exit | 1LIFE HEALTHCARE INC | $0 | – | -697 | -100.0% | -0.00% | – |
| QTWO | Exit | Q2 HLDGS INC | $0 | – | -438 | -100.0% | -0.00% | – |
| BWB | Exit | BRIDGEWATER BANCSHARES INC | $0 | – | -695 | -100.0% | -0.00% | – |
| SU | Exit | SUNCOR ENERGY INC NEW | $0 | – | -414 | -100.0% | -0.00% | – |
| COWN | Exit | COWEN INCcl a new | $0 | – | -370 | -100.0% | -0.00% | – |
| URTH | Exit | ISHARES INCmsci world etf | $0 | – | -151 | -100.0% | -0.00% | – |
| ARGX | Exit | ARGENX SEsponsored adr | $0 | – | -29 | -100.0% | -0.00% | – |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -165 | -100.0% | -0.00% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -356 | -100.0% | -0.00% | – |
| AIMC | Exit | ALTRA INDL MOTION CORP | $0 | – | -241 | -100.0% | -0.00% | – |
| PDM | Exit | PIEDMONT OFFICE REALTY TR IN | $0 | – | -1,882 | -100.0% | -0.00% | – |
| UMPQ | Exit | UMPQUA HLDGS CORP | $0 | – | -766 | -100.0% | -0.00% | – |
| EGY | Exit | VAALCO ENERGY INC | $0 | – | -4,551 | -100.0% | -0.00% | – |
| Exit | SITIO ROYALTIES CORP | $0 | – | -793 | -100.0% | -0.00% | – | |
| PDO | Exit | PIMCO DYNAMIC INCOME OPRNTS | $0 | – | -1,450 | -100.0% | -0.00% | – |
| NOG | Exit | NORTHERN OIL AND GAS INC MN | $0 | – | -814 | -100.0% | -0.00% | – |
| LHCG | Exit | LHC GROUP INC | $0 | – | -155 | -100.0% | -0.00% | – |
| PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -1,430 | -100.0% | -0.00% | – |
| AAWW | Exit | ATLAS AIR WORLDWIDE HLDGS IN | $0 | – | -288 | -100.0% | -0.00% | – |
| AFIN | Exit | THE NECESSITY RETAIL REIT IN | $0 | – | -4,937 | -100.0% | -0.00% | – |
| PDBC | Exit | INVESCO ACTVELY MNGD ETC FDoptimum yield | $0 | – | -2,870 | -100.0% | -0.01% | – |
| STOR | Exit | STORE CAP CORP | $0 | – | -1,456 | -100.0% | -0.01% | – |
| Exit | RBB FD INCmotley fool gbl | $0 | – | -2,159 | -100.0% | -0.01% | – | |
| SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -1,900 | -100.0% | -0.01% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -1,000 | -100.0% | -0.01% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -560 | -100.0% | -0.01% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -1,384 | -100.0% | -0.01% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -1,105 | -100.0% | -0.01% | – |
| LIN | Exit | LINDE PLC | $0 | – | -325 | -100.0% | -0.02% | – |
| VIVO | Exit | MERIDIAN BIOSCIENCE INC | $0 | – | -11,608 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 44 | Q3 2023 | 7.0% |
| Vanguard Total Stock Mkt | 44 | Q3 2023 | 5.5% |
| Exxon Mobil Corporation | 44 | Q3 2023 | 7.8% |
| JOHNSON & JOHNSON | 44 | Q3 2023 | 3.4% |
| MICROSOFT CORP | 44 | Q3 2023 | 4.0% |
| ISHARES TR | 44 | Q3 2023 | 6.2% |
| 3M Company | 44 | Q3 2023 | 2.4% |
| Intl Business Machines | 44 | Q3 2023 | 3.8% |
| MCDONALDS CORP | 44 | Q3 2023 | 2.5% |
| KIMBERLY-CLARK CORP | 44 | Q3 2023 | 2.8% |
View TCI Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-24 |
| 13F-HR | 2021-10-29 |
View TCI Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.