Summit Financial, LLC

Position in VZ — Verizon Communications Inc

CIK 1765536 PARSIPPANY, NJ

Position in VZ

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,616,754

-$864,234 QoQ

Shares Held

179,895

+6.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#572

of 3,115 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Summit Financial, LLC holds $25,249,808 across 5 Telecom Services names. VZ ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	T	At&T Inc.	388,479	$8,041,515
2	VZ	Verizon Communications Inc This page	179,895	$7,616,754
3	LUMN	Lumen Technologies, Inc.	856,105	$6,574,886
4	TMUS	T-Mobile US, Inc.	16,124	$2,704,478
5	VOD	Vodafone Group Public Ltd Co	23,596	$312,175

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,616,754	179,895	+6.5%	Shares	Sole	2026-08-12
2026-03-31	$8,480,988	168,944	+35.6%	Shares	Sole	2026-05-15
2025-12-31	$5,073,247	124,558	+13.4%	Shares	Sole	2026-02-13
2025-09-30	$4,825,446	109,794	-13.5%	Shares	Sole	2025-11-14
2025-06-30	$5,489,881	126,875	+14.7%	Shares	Sole	2025-08-13
2025-03-31	$5,019,356	110,656	+59.2%	Shares	Sole	2025-05-14
2024-12-31	$2,780,304	69,525	+41.0%	Shares	Sole	2025-02-12
2024-09-30	$2,214,557	49,311	+22.4%	Shares	Sole	2024-11-12
2024-06-30	$1,661,848	40,297	+65.2%	Shares	Sole	2024-07-31
2024-03-31	$1,023,656	24,396	+3.0%	Shares	Sole	2024-04-24
2023-12-31	$893,339	23,696	+7.0%	Shares	Sole	2024-02-06
2023-09-30	$717,524	22,139	-14.1%	Shares	Sole	2023-11-07
2023-06-30	$958,535	25,774	-1.4%	Shares	Sole	2023-08-11
2023-03-31	$1,017,051	26,152	-1.0%	Shares	Sole	2023-05-03
2022-12-31	$1,040,948	26,420	+2.7%	Shares	Sole	2023-02-07
2022-09-30	$976,854	25,727	+10.6%	Shares	Sole	2022-11-15
2022-06-30	$1,180,546	23,262	-3.6%	Shares	Sole	2022-08-12
2022-03-31	$1,228,774	24,122	+1.3%	Shares	Sole	2022-05-10
2021-12-31	$1,237,687	23,820	+2.7%	Shares	Sole	2022-02-07
2021-09-30	$1,252,923	23,198	+214.2%	Shares	Sole	2021-11-08
2021-06-30	$413,669	7,383	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.