TEF — TELEFONICA S A

Ownership history in Capital Wealth Planning, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Capital Wealth Planning, LLC reported a position in TELEFONICA S A (TEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.01%
First filed
2019 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 518,993 +506,293 +3986.6% 0.02% $2.6M $4.87
2020 Q1 REDUCED 12,700 -9,800 -43.6% 0.00% $58K $2.82
2019 Q3 REDUCED 22,500 -1,200 -5.1% 0.01% $178K $4.55
2019 Q2 INITIATED 23,700 — — 0.01% $196K —
% of Fund (quarterly)    TEF price (monthly, adj. close)

Other funds also holding TEF

As of 2025 Q4 — sorted by position size

NIA IMPACT ADVISORS, LLC 3Y 1.23% Carrera Capital Advisors 0.81% MITCHELL & PAHL PRIVATE WEALTH, LLC 3Y 0.26% DV EQUITIES, LLC 0.24% Gallacher Capital Management LLC 3Y 0.13% MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3Y 7Y 0.12% Lester Murray Antman dba SimplyRich 3Y 7Y 0.11% OLD MISSION CAPITAL LLC 3Y 7Y 0.1% OPPENHEIMER & CO INC 3Y 7Y 0.09% Abacus Wealth Partners, LLC 0.09%
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