Position in VZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$268,901
+$27,389 QoQ
Shares Held
6,351
+32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,496
of 3,115 holders
Holding Since
Sep 2021
4 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Falcon Wealth Planning holds $268,901 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
|
6,351 | $268,901 |
All Filings in VZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,901 | 6,351 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $241,512 | 4,811 | Shares | Sole | 2026-04-21 | |
| 2024-03-31 | $210,639 | 5,020 | Shares | Sole | 2024-04-15 | |
| 2021-09-30 | $223,439 | 4,137 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||