NIA IMPACT ADVISORS, LLC TEF TELEFONICA S A

Ownership history in NIA IMPACT ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

NIA IMPACT ADVISORS, LLC reported TELEFONICA S A (TEF) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.75% in 2025 Q2. The latest visible filing shows TEF at 1.23% 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 NIA IMPACT ADVISORS, 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 Q4

TEF was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 NIA IMPACT ADVISORS, LLC held TEF — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 904,617 -68,616 -7.1% 1.23% $3.7M 2026-02-09
2025 Q3 ADDED 973,233 +5,403 +0.6% 1.61% $4.9M 2025-11-13
2025 Q2 REDUCED 967,830 -8,816 -0.9% 1.75% $5.1M 2025-08-14
2025 Q1 REDUCED 976,646 -6,071 -0.6% 1.69% $4.6M 2025-05-15
2024 Q4 ADDED 982,717 +101,030 +11.5% 1.28% $4.0M 2025-02-14
2024 Q3 ADDED 881,687 +15,794 +1.8% 1.42% $4.3M 2024-11-14
2024 Q2 INITIATED 865,893 1.31% $3.6M 2024-08-09

FAQ About NIA IMPACT ADVISORS, 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 NIA IMPACT ADVISORS, LLC reported owning TEF?

NIA IMPACT ADVISORS, LLC reported TEF across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported TEF position in NIA IMPACT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for TEF was 1.75% in 2025 Q2.

What is the latest reported TEF position on this page?

The most recent filing on this page is 2025 Q4, when NIA IMPACT ADVISORS, LLC reported 904,617 shares, equal to 1.23% of portfolio, with an estimated market value of $3.7M.

What does the chart on this TEF ownership page compare?

The chart compares NIA IMPACT ADVISORS, 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.

← Back to NIA IMPACT ADVISORS, LLC Holdings