TEF β€” TELEFONICA S A

Ownership history in True Wealth Design, LLC  Β·  6 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported TELEFONICA S A (TEF) in 6 quarterly 13F filings from 2024 Q2 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 True Wealth Design, 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 2024 Q3

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 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 True Wealth Design, LLC held TEF β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 80 β€” 0% 0.00% $407 2025-10-21 β€”
2025 Q2 REDUCED 80 -4 -4.8% 0.00% $419 2025-08-06 β€”
2025 Q1 REDUCED 84 -12 -12.5% 0.00% $392 2025-05-13 β€”
2024 Q4 REDUCED 96 -10 -9.4% 0.00% $386 2025-02-14 β€”
2024 Q3 UNCHANGED 106 β€” 0% 0.00% $516 2024-11-14 β€”
2024 Q2 INITIATED 106 β€” β€” 0.00% $447 2024-08-14 β€”

FAQ About True Wealth Design, 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 True Wealth Design, LLC reported owning TEF?

True Wealth Design, LLC reported TEF across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported TEF position in True Wealth Design, LLC's portfolio?

The largest reported portfolio weight for TEF was 0.00% in 2024 Q3.

What is the latest reported TEF position on this page?

The most recent filing on this page is 2025 Q3, when True Wealth Design, LLC reported 80 shares, equal to 0.00% of portfolio, with an estimated market value of $407.

What does the chart on this TEF ownership page compare?

The chart compares True Wealth Design, 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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