Position in VZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$70,090,846
+$20,512,784 QoQ
Shares Held
1,396,232
+14.7% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.6216011224487603.ToString("F0")%
Shared 0.ToString("F0")%
None 99.37839887755125.ToString("F0")%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Derivatives in VZ
reported options exposure · as of Jun 30, 2023CallValue
$74,380
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Telecom Services
Communication Services · as of Mar 31, 2026Creative Planning holds $369,239,649 across 36 Telecom Services names. VZ ranks #1 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
1,396,232 | $70,090,846 | |
| 2 | T |
At&T Inc.
|
2,299,186 | $66,653,401 | |
| 3 | CMCSA |
Comcast Corp
|
1,947,997 | $55,926,993 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
164,342 | $34,516,750 | |
| 5 | SKM |
Sk Telecom Co Ltd
|
1,017,617 | $29,806,001 | |
| 6 | CHT |
Chunghwa Telecom Co Ltd
|
430,025 | $18,164,255 | |
| 7 | ECHO |
EchoStar CORP
|
100,020 | $11,709,340 | |
| 8 | BCE |
Bce Inc
|
352,870 | $8,906,438 |
All Filings in VZ
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,090,846 | 1,396,232 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $49,578,062 | 1,217,237 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $49,627,812 | 1,129,188 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $43,740,171 | 1,010,866 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $47,434,810 | 1,045,741 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,140,162 | 903,730 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,711,880 | 861,988 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $34,571,143 | 838,292 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $34,319,167 | 817,902 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $28,445,705 | 754,528 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $33,248,154 | 1,025,861 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $29,882,648 | 803,513 | Shares | Defined | 2023-07-21 | |
| 2023-06-30 | $74,380 | 2,000 | Call | Sole | 2023-07-21 | |
| 2023-03-31 | $30,990,001 | 796,863 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $77,780 | 2,000 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $29,795,934 | 756,242 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $36,215,368 | 953,789 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $51,305,560 | 1,010,947 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $49,923,084 | 980,037 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $32,964,567 | 634,422 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $45,213,715 | 837,136 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $39,516,950 | 705,282 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $988,550 | 17,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $40,968,477 | 704,531 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $40,639,783 | 691,741 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $38,310,667 | 643,985 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $32,446,816 | 588,551 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $30,511,762 | 567,872 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||