CreativeOne Wealth, LLC

Position in VZ — Verizon Communications Inc

CIK 1739728 OVERLAND PARK, KS

Position in VZ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,417,938

-$2,292,112 QoQ

Shares Held

151,581

-12.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#630

of 3,107 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $12,112,863 across 5 Telecom Services names. VZ ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	151,581	$6,417,938
2	T	At&T Inc.	100,206	$2,074,263
3	CMCSA	Comcast Corp	69,476	$1,705,634
4	IRDM	Iridium Communications Inc.	19,991	$1,096,506
5	TMUS	T-Mobile US, Inc.	4,880	$818,522

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,417,938	151,581	-12.6%	Shares	Other	2026-08-13
2026-03-31	$8,710,050	173,507	-32.7%	Shares	Other	2026-05-15
2025-12-31	$10,504,877	257,915	-1.9%	Shares	Other	2026-02-13
2025-09-30	$11,556,783	262,953	+6.8%	Shares	Other	2025-11-13
2025-06-30	$10,652,077	246,177	+8.1%	Shares	Other	2025-08-12
2025-03-31	$10,329,968	227,733	+13.6%	Shares	Other	2025-05-14
2024-12-31	$8,019,994	200,550	+10.8%	Shares	Other	2025-02-13
2024-09-30	$8,132,257	181,079	+26.6%	Shares	Other	2024-11-13
2024-06-30	$5,900,824	143,085	-1.1%	Shares	Other	2024-08-14
2024-03-31	$6,067,624	144,605	+54.8%	Shares	Sole	2024-05-14
2023-12-31	$3,522,161	93,442	+22.6%	Shares	Other	2024-02-09
2023-09-30	$2,470,128	76,215	+42.5%	Shares	Sole	2023-10-17
2023-06-30	$2,394	53,491	-25.8%	Shares	Other	2023-08-14
2023-03-31	$2,802,568	72,064	+29.3%	Shares	Other	2023-05-15
2022-12-31	$2,196,391	55,746	+16.2%	Shares	Sole	2023-02-15
2022-09-30	$1,821,648	47,976	-31.1%	Shares	Sole	2022-11-15
2022-06-30	$3,533,113	69,618	+30.1%	Shares	Sole	2022-08-12
2022-03-31	$2,726,562	53,525	+17.9%	Shares	Other	2022-05-13
2021-12-31	$2,359,191	45,404	+4.7%	Shares	Other	2022-02-15
2021-09-30	$2,342,089	43,364	-1.1%	Shares	Other	2021-11-16
2021-06-30	$2,455,513	43,825	+36.8%	Shares	Other	2021-08-13
2021-03-31	$1,862,485	32,029	-12.2%	Shares	Sole	2021-05-17
2020-12-31	$2,143,199	36,480	+234.6%	Shares	Sole	2021-02-12
2020-09-30	$648,559	10,902	+12.5%	Shares	Other	2020-11-13
2020-06-30	$534,375	9,693	+8.9%	Shares	Other	2020-08-13
2020-03-31	$478,196	8,900	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.