Position in VZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$333,681
-$46,031 QoQ
Shares Held
7,881
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,321
of 3,107 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Beta Wealth Group, Inc. holds $333,681 across 1 Telecom Services name. VZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
7,881 | $333,681 |
All Filings in VZ
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,681 | 7,881 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $379,712 | 7,564 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $291,382 | 7,154 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $322,768 | 7,344 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $318,683 | 7,365 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $329,041 | 7,254 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $301,644 | 7,543 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $338,486 | 7,537 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $294,041 | 7,130 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $286,251 | 6,822 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $294,889 | 7,822 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $2,789,334 | 86,064 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $3,967,317 | 106,677 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,888,533 | 99,988 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,966,149 | 75,283 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,772,037 | 73,006 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,567,268 | 70,291 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,380,992 | 86,003 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,766,944 | 72,497 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,915,562 | 72,497 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,835,197 | 68,449 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,776,377 | 64,942 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $828,257 | 14,098 | Shares | Sole | 2021-03-18 | |
| No filing history on record for this holder in this stock. | ||||||