Position in VZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$43,049,967
-$9,630,690 QoQ
Shares Held
1,016,769
-3.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#213
of 3,055 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $144,452,666 across 10 Telecom Services names. VZ ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMCSA |
Comcast Corp
|
2,592,511 | $63,646,109 | |
| 2 | VZ |
Verizon Communications Inc
This page
|
1,016,769 | $43,049,967 | |
| 3 | T |
At&T Inc.
|
1,302,118 | $26,953,803 | |
| 4 | TMUS |
T-Mobile US, Inc.
|
50,446 | $8,461,275 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
|
5,831 | $829,205 | |
| 6 | ECHO |
EchoStar CORP
|
5,531 | $561,386 | |
| 7 | LUMN |
Lumen Technologies, Inc.
|
44,369 | $340,737 | |
| 8 | TDS |
Telephone & Data Systems Inc /De/
|
8,296 | $307,024 |
All Filings in VZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,049,967 | 1,016,769 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $52,680,657 | 1,049,416 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $55,601,553 | 1,365,126 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $52,113,293 | 1,185,741 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $45,870,326 | 1,060,096 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $45,944,035 | 1,012,876 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $38,120,324 | 953,247 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $38,473,978 | 856,691 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $34,344,702 | 832,801 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $33,330,999 | 794,352 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $64,836,422 | 1,719,799 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $51,806,055 | 1,598,459 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $55,675,586 | 1,497,058 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $46,333,079 | 1,191,388 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $33,191,229 | 842,417 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $32,687,917 | 860,888 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $45,471,137 | 895,983 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $36,568,501 | 717,874 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $33,248,684 | 639,890 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $29,803,258 | 551,810 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $28,847,941 | 514,866 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $27,713,417 | 476,585 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $27,421,327 | 466,746 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $25,460,470 | 427,979 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $23,048,860 | 418,082 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $15,910,796 | 296,125 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||