NIA IMPACT ADVISORS, LLC

All 13F Filings

Location
Oakland, CA
Most recent 13F
Q3 2026
Holdings value ($000)
231,922
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 11/4/2026 81 231,922 13F-HR NIA IMPACT ADVISORS, LLC
Q2 2026 8/3/2026 72 241,387 13F-HR NIA IMPACT ADVISORS, LLC
Q1 2026 5/8/2026 89 224,911 13F-HR NIA IMPACT ADVISORS, LLC
Q4 2025 2/9/2026 101 297,943 13F-HR NIA IMPACT ADVISORS, LLC
Q3 2025 11/13/2025 101 307,723 13F-HR NIA IMPACT ADVISORS, LLC
Q2 2025 8/14/2025 97 289,304 13F-HR NIA IMPACT ADVISORS, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 215.5 K 92.9% 0 9.128 K -9.128 K
ETFs 16.4 K 7.1% 0 331 -331
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Fund Snapshot

Q3 2026
Latest filed
11/4/2026
Total value ($000)
231,922
Holdings
81
QoQ value change ($000)
-9,465 (-3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.