13F Filings History of NIA IMPACT ADVISORS, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$297,943,097
Signature - Title
Mary Jo Willmore - CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR
Location
Berkeley, CA
Summary
This page shows a list of all the recent 13F filings made by NIA IMPACT ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NIA IMPACT ADVISORS, LLC reported 101 stock holdings with total value $297,943,097 as of Q4 2025. Top holdings included VTI, FSLR, AAPL, TSM, and IBM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 101 $297,943,097 +$18,345,654 -$25,796,088 -$7,450,434 VTI, FSLR, AAPL, TSM, IBM 13F-HR 09 Feb 2026, 11:48
Q3 2025 101 $307,723,100 +$20,076,516 -$17,265,735 +$2,810,781 VTI, TSM, AAPL, FSLR, IBM 13F-HR 13 Nov 2025, 13:41
Q2 2025 97 $289,303,732 +$11,065,106 -$23,699,071 -$12,633,965 VTI, STN, AAPL, TSM, IBM 13F-HR 14 Aug 2025, 16:47
Q1 2025 99 $269,328,813 +$10,579,534 -$40,615,484 -$30,035,950 VTI, AAPL, IBM, XYL, VRTX 13F-HR 15 May 2025, 17:00
Q4 2024 112 $307,518,113 +$39,287,334 -$20,482,601 +$18,804,733 SSD, VTI, AAPL, TSM, IBM 13F-HR 14 Feb 2025, 16:14
Q3 2024 109 $301,176,251 +$6,399,114 -$6,711,566 -$312,452 SSD, VTI, AAPL, IBM, TSM 13F-HR 14 Nov 2024, 14:56
Q2 2024 103 $278,284,853 +$33,955,958 -$9,636,536 +$24,319,422 SSD, VTI, AAPL, TSM, VRTX 13F-HR 08 Aug 2024, 18:08
Q1 2024 91 $250,858,675 $0 $0 $0 VTI, IBM, AAPL, STN, VRTX 13F-HR 15 May 2024, 13:31
Q2 2023 53 $165,855,412 +$5,992,684 -$10,188,546 -$4,195,862 FSLR, VTI, IBM, STN, VRTX 13F-HR 11 Aug 2023, 14:05
Q1 2023 60 $185,223,865 +$7,421,210 -$6,872,590 +$548,620 VTI, FSLR, IBM, GILD, STN 13F-HR 03 May 2023, 16:12
Q4 2022 58 $172,222,264 +$14,826,897 -$10,896,624 +$3,930,273 VTI, IBM, GILD, ACM, STN 13F-HR 09 Feb 2023, 13:34
Q3 2022 62 $162,199,000 +$33,430,160 -$30,977,783 +$2,452,377 VTI, BEPC, IBM, DLR, SMI 13F-HR 14 Nov 2022, 09:03
Q2 2022 65 $166,602,000 +$26,400,861 -$24,250,696 +$2,150,165 VTI, BEPC, IBM, TSM, HASI 13F-HR 05 Aug 2022, 10:34
Q1 2022 61 $206,230,000 +$19,629,944 -$15,958,216 +$3,671,728 VTI, BEPC, TSM, HASI, SWCH 13F-HR 11 May 2022, 11:20
Q4 2021 56 $143,802,000 +$5,425,837 -$9,901,360 -$4,475,523 VTI, TSM, BEPC, SMI, SWCH 13F-HR 11 Feb 2022, 13:34
Q3 2021 57 $234,572,000 +$45,663,779 -$16,234,112 +$29,429,667 BEPC, MRNA, VTI, HASI, TSM 13F-HR 16 Nov 2021, 10:01
Q2 2021 54 $205,030,000 +$9,108,887 $0 +$9,108,887 MRNA, VTI, BEPC, IBM, HASI 13F-HR 13 Aug 2021, 18:54
Q1 2021 53 $184,865,000 +$19,406,453 -$7,421,588 +$11,984,865 BEPC, VTI, SPWRQ, HASI, IBM 13F-HR 16 Jun 2021, 14:32
Q4 2020 54 $149,774,000 $0 $0 $0 BEPC, VTI, HASI, TSLA, SQ 13F-HR 25 Jan 2021, 16:41