VSM Wealth Advisory, LLC TEF β€” TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS

Ownership history in VSM Wealth Advisory, LLC  Β·  5 quarters on record

AI Ownership Summary

VSM Wealth Advisory, LLC reported TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS (TEF) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows TEF at 0.02% 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 VSM Wealth Advisory, LLC's position in TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS, 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
2026 Q1

TEF was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 VSM Wealth Advisory, LLC held TEF β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 19,209 +6,000 +45.4% 0.02% $83K 2026-05-06 β€”
2025 Q3 UNCHANGED β€” β€” β€” 13,209 β€” 0% 0.02% $67K 2025-11-13 β€”
2025 Q2 UNCHANGED β€” β€” β€” 13,209 β€” 0% 0.02% $69K 2025-08-11 β€”
2025 Q1 ADDED β€” β€” β€” 13,209 +1,500 +12.8% 0.02% $62K 2025-05-06 β€”
2024 Q4 INITIATED β€” β€” β€” 11,709 β€” β€” 0.02% $47K 2025-02-11 β€”

FAQ About VSM Wealth Advisory, 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 VSM Wealth Advisory, LLC reported owning TEF?

VSM Wealth Advisory, LLC reported TEF across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported TEF position in VSM Wealth Advisory, LLC's portfolio?

The largest reported portfolio weight for TEF was 0.02% in 2026 Q1.

What is the latest reported TEF position on this page?

The most recent filing on this page is 2026 Q1, when VSM Wealth Advisory, LLC reported 19,209 shares, equal to 0.02% of portfolio, with an estimated market value of $83K.

What does the chart on this TEF ownership page compare?

The chart compares VSM Wealth Advisory, 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 VSM Wealth Advisory, LLC Holdings