Valeo Financial Advisors, LLC

Position in VZ — Verizon Communications Inc

CIK 1722641 CARMEL, IN

Back to VZ Full portfolio

Position in VZ

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,693,233

-$821,102 QoQ

Shares Held

87,228

-3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#830

of 3,107 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in VZ Over Time

Shares Held

Position Value (USD)

Derivatives in VZ

reported options exposure · as of Jun 30, 2022

CallValue

CallShares

PutValue

$15,225

PutShares

300

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

Valeo Financial Advisors, LLC holds $8,099,530 across 5 Telecom Services names. VZ ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	87,228	$3,693,233
2	T	At&T Inc.	157,617	$3,262,671
3	TMUS	T-Mobile US, Inc.	2,709	$454,380
4	CMCSA	Comcast Corp	17,973	$441,237
5	VOD	Vodafone Group Public Ltd Co	18,746	$248,009

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	$3,693,233	87,228	-3.0%	Shares	Sole	2026-07-08
2026-03-31	$4,514,335	89,927	-15.4%	Shares	Sole	2026-05-08
2025-12-31	$4,330,576	106,324	-5.1%	Shares	Sole	2026-02-04
2025-09-30	$4,923,718	112,030	+0.8%	Shares	Sole	2025-11-03
2025-06-30	$4,807,946	111,115	+0.3%	Shares	Sole	2025-09-12
2025-03-31	$5,024,391	110,767	+5.5%	Shares	Sole	2025-04-30
2024-12-31	$4,200,389	105,036	+6.5%	Shares	Sole	2025-01-30
2024-09-30	$4,427,856	98,594	-0.8%	Shares	Sole	2024-10-10
2024-06-30	$4,097,316	99,353	-0.7%	Shares	Sole	2024-07-10
2024-03-31	$4,197,761	100,042	-8.3%	Shares	Sole	2024-04-25
2023-12-31	$4,111,147	109,049	+2.4%	Shares	Sole	2024-01-29
2023-09-30	$3,452,247	106,518	-13.6%	Shares	Sole	2023-10-20
2023-06-30	$4,585,638	123,303	-15.6%	Shares	Sole	2023-07-14
2023-03-31	$5,683,967	146,155	+19.8%	Shares	Sole	2023-04-17
2022-12-31	$4,808,533	122,044	+46.6%	Shares	Sole	2023-02-09
2022-09-30	$3,161,723	83,269	-2.9%	Shares	Sole	2022-10-31
2022-06-30	$15,225	300	—	Put	Sole	2022-08-03
2022-06-30	$4,353,639	85,786	-10.5%	Shares	Sole	2022-08-03
2022-03-31	$4,882,955	95,857	-1.2%	Shares	Sole	2022-04-28
2021-12-31	$5,042,302	97,042	-17.2%	Shares	Sole	2022-01-07
2021-09-30	$6,327,703	117,158	+5.3%	Shares	Sole	2021-11-02
2021-06-30	$6,232,441	111,234	+1.6%	Shares	Sole	2021-07-22
2021-03-31	$6,363,877	109,439	+6.0%	Shares	Sole	2021-04-12
2020-12-31	$6,063,881	103,215	+47.4%	Shares	Sole	2021-02-11
2020-09-30	$4,164,775	70,008	-1.3%	Shares	Sole	2020-10-28
2020-06-30	$3,910,867	70,939	+21.2%	Shares	Sole	2020-07-20
2020-03-31	$3,145,837	58,549	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.