Position in VZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$797,177
-$121,583 QoQ
Shares Held
18,828
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#539
of 1,155 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026BSW Wealth Partners holds $4,757,316 across 9 Telecom Services names. VZ ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUMN |
Lumen Technologies, Inc.
|
147,078 | $1,129,559 | |
| 2 | VZ |
Verizon Communications Inc
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|
18,828 | $797,177 | |
| 3 | T |
At&T Inc.
|
30,614 | $633,709 | |
| 4 | CHT |
Chunghwa Telecom Co Ltd
|
14,085 | $623,402 | |
| 5 | SKM |
Sk Telecom Co Ltd
|
16,349 | $525,783 | |
| 6 | VIV |
Telefonica Brasil S.A.
|
26,449 | $348,068 | |
| 7 | TMUS |
T-Mobile US, Inc.
|
1,739 | $291,682 | |
| 8 | AMX |
America Movil Sab De Cv/
|
8,633 | $224,371 |
All Filings in VZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,177 | 18,828 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $918,760 | 18,302 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $775,499 | 19,040 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $895,041 | 20,365 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $847,789 | 19,593 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $859,844 | 18,956 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $796,760 | 19,924 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $765,984 | 17,056 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $699,554 | 16,963 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $685,794 | 16,344 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $619,411 | 16,430 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $504,007 | 15,551 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $583,771 | 15,697 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $720,981 | 18,539 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $529,260 | 13,433 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $698,040 | 18,384 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $895,077 | 17,637 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $822,426 | 16,145 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $640,251 | 12,322 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $510,772 | 9,457 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $735,225 | 13,122 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $679,424 | 11,684 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $558,066 | 9,499 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $344,863 | 5,797 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $309,610 | 5,616 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $286,703 | 5,336 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||