Summit Financial Strategies, Inc.
Position in VZ — Verizon Communications Inc
CIK 1625246
Columbus, OH
Position in VZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$208,820
-$60,252 QoQ
Shares Held
4,932
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,733
of 3,124 holders
Holding Since
Mar 2020
21 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, 2026Summit Financial Strategies, Inc. holds $214,075 across 2 Telecom Services names. VZ ranks #1 (97.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
4,932 | $208,820 | |
| 2 | FNGR |
FingerMotion, Inc.
|
13,903 | $5,255 |
All Filings in VZ
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,820 | 4,932 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $269,072 | 5,360 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $274,846 | 6,748 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $241,021 | 5,484 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $241,360 | 5,578 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $257,735 | 5,682 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $237,100 | 5,929 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $244,804 | 5,451 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $204,921 | 4,969 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $207,072 | 4,935 | Shares | Sole | 2024-05-09 | |
| 2022-12-31 | $267,447 | 6,788 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $377,687 | 9,947 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $376,615 | 7,421 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $256,992 | 5,045 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $298,718 | 5,749 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $451,793 | 8,365 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $454,179 | 8,106 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $330,057 | 5,618 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $328,801 | 5,527 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $301,891 | 5,476 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $291,485 | 5,425 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||