Shepherd Financial Partners LLC
Position in VZ — Verizon Communications Inc
CIK 1696628
WINCHESTER, MA
Position in VZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$240,914
-$63,448 QoQ
Shares Held
5,690
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,590
of 3,107 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, 2026Shepherd Financial Partners LLC holds $520,145 across 2 Telecom Services names. VZ ranks #2 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMCSA |
Comcast Corp
|
11,374 | $279,231 | |
| 2 | VZ |
Verizon Communications Inc
This page
|
5,690 | $240,914 |
All Filings in VZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,914 | 5,690 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $304,362 | 6,063 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $216,357 | 5,312 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $233,374 | 5,310 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $227,340 | 5,254 | Shares | Sole | 2025-08-13 | |
| 2024-06-30 | $281,463 | 6,825 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $287,719 | 6,857 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $249,611 | 6,621 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $214,262 | 6,611 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $247,276 | 6,649 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $225,756 | 5,805 | Shares | Sole | 2023-05-02 | |
| 2022-06-30 | $217,971 | 4,295 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $226,530 | 4,447 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $211,685 | 4,074 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $310,287 | 5,745 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $491,495 | 8,772 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $502,590 | 8,643 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $495,497 | 8,434 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $386,863 | 6,503 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $343,735 | 6,235 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $342,421 | 6,373 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||