GoalVest Advisory LLC

Position in VZ — Verizon Communications Inc

CIK 1839307 NEW YORK, NY

Position in VZ

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,947

-$82,527 QoQ

Shares Held

-97.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#3,090

of 3,107 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $1,493,017 across 5 Telecom Services names. VZ ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	T	At&T Inc.	65,972	$1,365,620
2	TMUS	T-Mobile US, Inc.	734	$123,113
3	CMCSA	Comcast Corp	88	$2,160
4	VZ	Verizon Communications Inc This page	46	$1,947
5	CHT	Chunghwa Telecom Co Ltd	4	$177

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,947	46	-97.8%	Shares	Sole	2026-07-09
2025-12-31	$84,474	2,074	+113.8%	Shares	Sole	2026-01-05
2025-09-30	$42,631	970	0.0%	Shares	Sole	2025-10-22
2025-06-30	$41,971	970	+3029.0%	Shares	Sole	2025-08-01
2025-03-31	$1,406	31	-88.9%	Shares	Sole	2025-04-07
2024-09-30	$12,574	280	-42.5%	Shares	Sole	2024-11-06
2024-06-30	$20,083	487	-29.7%	Shares	Sole	2024-07-30
2024-03-31	$29,078	693	-38.7%	Shares	Sole	2024-04-15
2023-12-31	$42,601	1,130	+12.2%	Shares	Sole	2024-01-02
2023-09-30	$32,636	1,007	+60.6%	Shares	Sole	2023-10-10
2023-06-30	$23,318	627	+312.5%	Shares	Sole	2023-07-17
2023-03-31	$5,911	152	0.0%	Shares	Sole	2023-04-03
2022-12-31	$5,988	152	-99.7%	Shares	Sole	2023-01-06
2022-09-30	$2,268,099	59,734	+125.3%	Shares	Sole	2022-10-11
2022-06-30	$1,345,281	26,508	+38.0%	Shares	Sole	2022-07-06
2022-03-31	$978,506	19,209	-27.2%	Shares	Sole	2022-05-03
2021-06-30	$1,479,304	26,402	+29.2%	Shares	Sole	2021-09-01
2021-03-31	$1,188,411	20,437	+21.2%	Shares	Sole	2021-05-13
2020-12-31	$990,348	16,857	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.