TEF β€” TELEFONICA S A

Ownership history in Dynasty Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Dynasty Wealth Management, LLC reported TELEFONICA S A (TEF) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows TEF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dynasty Wealth Management, LLC's position in TELEFONICA S A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TEF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dynasty Wealth Management, LLC held TEF β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 47,729 β€” β€” 0.00% $242K 2025-10-29 β€”

🏒 Other funds also holding TEF

As of 2026 Q1 β€” sorted by position size

Hickory Point Bank & Trust 0.01% Ares Financial Consulting, LLC 0.0%

FAQ About Dynasty Wealth Management, LLC and TEF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dynasty Wealth Management, LLC reported owning TEF?

Dynasty Wealth Management, LLC reported TEF across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported TEF position in Dynasty Wealth Management, LLC's portfolio?

The largest reported portfolio weight for TEF was 0.00% in 2025 Q3.

What is the latest reported TEF position on this page?

The most recent filing on this page is 2025 Q3, when Dynasty Wealth Management, LLC reported 47,729 shares, equal to 0.00% of portfolio, with an estimated market value of $242K.

What does the chart on this TEF ownership page compare?

The chart compares Dynasty Wealth Management, LLC's quarterly TEF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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