Regal Investment Advisors LLC

Position in VZ — Verizon Communications Inc

CIK 1559789 KENTWOOD, MI

Back to VZ Full portfolio

Position in VZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,335,588

-$2,099,269 QoQ

Shares Held

220,491

-3.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#518

of 3,115 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 2% Shared 11% None 87%

Common Shares in VZ Over Time

Shares Held

Position Value (USD)

Derivatives in VZ

reported options exposure · as of Sep 30, 2021

CallValue

$54,010

CallShares

1,000

PutValue

PutShares

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 Jun 30, 2026

Regal Investment Advisors LLC holds $17,918,827 across 3 Telecom Services names. VZ ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	220,491	$9,335,588
2	T	At&T Inc.	348,962	$7,223,513
3	CMCSA	Comcast Corp	55,386	$1,359,726

All Filings in VZ

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,335,588	220,491	-3.2%	Shares	Sole	2026-08-14
2026-03-31	$11,434,857	227,786	+8.7%	Shares	Sole	2026-05-14
2025-12-31	$8,536,111	209,578	+11.9%	Shares	Sole	2026-02-17
2025-09-30	$8,231,835	187,300	+8.7%	Shares	Sole	2025-11-13
2025-06-30	$7,459,228	172,388	-15.6%	Shares	Sole	2025-08-11
2025-03-31	$9,265,142	204,258	-18.1%	Shares	Sole	2025-05-12
2024-12-31	$9,979,144	249,541	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$11,221,571	249,868	+8.2%	Shares	Sole	2024-11-12
2024-06-30	$9,526,852	231,010	+4.9%	Shares	Sole	2024-08-15
2024-03-31	$9,242,319	220,265	+4.5%	Shares	Sole	2024-05-15
2023-12-31	$7,946,066	210,771	+14.8%	Shares	Sole	2024-02-14
2023-09-30	$5,950,962	183,615	+24.1%	Shares	Sole	2023-11-13
2023-06-30	$5,501,888	147,940	+2.2%	Shares	Sole	2023-08-11
2023-03-31	$5,628,899	144,739	+3.5%	Shares	Sole	2023-05-11
2022-12-31	$5,512,296	139,906	+70.9%	Shares	Sole	2023-03-01
2022-09-30	$3,107,730	81,847	-1.6%	Shares	Sole	2022-11-15
2022-06-30	$4,219,761	83,148	+18.6%	Shares	Sole	2022-08-09
2022-03-31	$3,572,727	70,136	-0.1%	Shares	Sole	2022-05-09
2021-12-31	$3,648,007	70,208	-1.5%	Shares	Sole	2022-02-10
2021-09-30	$3,850,804	71,298	+6.4%	Shares	Sole	2021-11-05
2021-09-30	$54,010	1,000	0.0%	Call	Sole	2021-11-05
2021-06-30	$56,030	1,000	0.0%	Call	Sole	2021-08-09
2021-06-30	$3,753,113	66,984	+11.9%	Shares	Sole	2021-08-09
2020-12-31	$58,750	1,000	0.0%	Call	Sole	2021-02-12
2020-12-31	$3,517,715	59,876	+24.3%	Shares	Sole	2021-02-12
2020-06-30	$55,130	1,000	—	Call	Sole	2020-08-03
2020-06-30	$2,656,163	48,180	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.