Institute for Wealth Management, LLC.
Position in VZ — Verizon Communications Inc
CIK 1533954
DENVER, CO
Position in VZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$755,599
-$203,723 QoQ
Shares Held
17,846
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,726
of 3,115 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, 2026Institute for Wealth Management, LLC. holds $2,670,234 across 17 Telecom Services names. VZ ranks #1 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
17,846 | $755,599 | |
| 2 | T |
At&T Inc.
|
32,982 | $682,727 | |
| 3 | CMCSA |
Comcast Corp
|
22,490 | $552,129 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
1,632 | $273,735 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
|
1,061 | $150,884 | |
| 6 | RCI |
Rogers Communications Inc
|
2,758 | $89,635 | |
| 7 | GSAT |
Globalstar, Inc.
|
722 | $58,691 | |
| 8 | TIGO |
Millicom International Cellular SA
|
388 | $35,214 |
All Filings in VZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,599 | 17,846 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $959,322 | 19,110 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $830,688 | 20,395 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $900,403 | 20,487 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $874,919 | 20,220 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $931,059 | 20,526 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $958,360 | 23,965 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,082,331 | 24,100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,000,936 | 24,271 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,014,718 | 24,183 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $959,842 | 25,460 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $785,002 | 24,221 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $769,461 | 20,690 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $757,071 | 19,467 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $768,181 | 19,497 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $682,093 | 17,964 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,205,058 | 23,745 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,247,265 | 24,485 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $945,568 | 18,198 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,201,668 | 22,249 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,228,457 | 21,925 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,286,568 | 22,125 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,319,642 | 22,462 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,374,397 | 23,103 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,412,485 | 25,621 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,376,723 | 25,623 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||