XML Financial, LLC

Position in VZ — Verizon Communications Inc

CIK 1800465 BETHESDA, MD

Position in VZ

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,799,704

-$1,193,272 QoQ

Shares Held

113,361

-5.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#725

of 3,106 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

XML Financial, LLC holds $9,373,333 across 3 Telecom Services names. VZ ranks #1 (51.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	113,361	$4,799,704
2	T	At&T Inc.	183,503	$3,798,512
3	CMCSA	Comcast Corp	31,573	$775,117

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,799,704	113,361	-5.0%	Shares	Sole	2026-07-24
2026-03-31	$5,992,976	119,382	-5.0%	Shares	Sole	2026-04-16
2025-12-31	$5,118,742	125,675	-22.7%	Shares	Sole	2026-02-11
2025-09-30	$7,148,423	162,649	-4.0%	Shares	Sole	2025-10-20
2025-06-30	$7,330,154	169,405	+3.9%	Shares	Sole	2025-07-17
2025-03-31	$7,393,407	162,994	-1.3%	Shares	Sole	2025-04-22
2024-12-31	$6,604,028	165,142	-0.6%	Shares	Sole	2025-01-17
2024-09-30	$7,464,715	166,215	-6.9%	Shares	Sole	2024-11-01
2024-06-30	$7,360,638	178,483	-5.8%	Shares	Sole	2024-07-22
2024-03-31	$7,951,881	189,511	-10.2%	Shares	Sole	2024-05-15
2023-12-31	$7,954,813	211,003	+1.2%	Shares	Sole	2024-02-14
2023-09-30	$6,754,924	208,421	-0.7%	Shares	Sole	2023-11-06
2023-06-30	$7,806,961	209,921	+0.8%	Shares	Sole	2023-08-07
2023-03-31	$8,097,092	208,205	+1.7%	Shares	Sole	2023-05-15
2022-12-31	$8,062,855	204,641	-10.4%	Shares	Sole	2023-02-10
2022-09-30	$8,674,550	228,458	+741.9%	Shares	Sole	2022-11-04
2022-06-30	$1,377,152	27,136	-87.4%	Shares	Sole	2022-08-01
2022-03-31	$10,929,126	214,549	+5.0%	Shares	Sole	2022-05-02
2021-12-31	$10,614,129	204,275	+11.0%	Shares	Sole	2022-02-01
2021-09-30	$9,938,434	184,011	+500.2%	Shares	Sole	2021-11-01
2021-06-30	$1,717,711	30,657	+0.4%	Shares	Sole	2021-08-10
2021-03-31	$1,775,901	30,540	+0.9%	Shares	Sole	2021-05-14
2020-12-31	$1,778,421	30,271	+5.7%	Shares	Sole	2021-02-08
2020-09-30	$1,703,317	28,632	+31.2%	Shares	Sole	2020-11-13
2020-06-30	$1,202,881	21,819	-5.8%	Shares	Sole	2020-07-31
2020-03-31	$1,244,494	23,162	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.