Avantra Family Wealth, Inc.
Position in VZ — Verizon Communications Inc
CIK 1774744
MECHANICSBURG, PA
Position in VZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$419,674
-$75,398 QoQ
Shares Held
9,912
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,141
of 3,107 holders
Holding Since
Dec 2024
7 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, 2026Avantra Family Wealth, Inc. holds $419,674 across 1 Telecom Services name. VZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
9,912 | $419,674 |
All Filings in VZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,674 | 9,912 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $495,072 | 9,862 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $637,383 | 15,649 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $718,582 | 16,350 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $696,127 | 16,088 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $744,402 | 16,411 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $677,790 | 16,949 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||