West Financial Advisors, LLC

Position in VZ — Verizon Communications Inc

CIK 1843684 DES MOINES, IA

Position in VZ

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$10,669

-$1,981 QoQ

Shares Held

252

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#3,042

of 3,107 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

West Financial Advisors, LLC holds $14,885 across 5 Telecom Services names. VZ ranks #1 (71.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	252	$10,669
2	TU	Telus Corp	300	$3,171
3	CMCSA	Comcast Corp	28	$687
4	T	At&T Inc.	14	$289
5	LUMN	Lumen Technologies, Inc.	9	$69

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,669	252	0.0%	Shares	Sole	2026-07-08
2026-03-31	$12,650	252	0.0%	Shares	Sole	2026-04-08
2025-12-31	$10,263	252	0.0%	Shares	Sole	2026-01-13
2025-09-30	$11,075	252	0.0%	Shares	Sole	2025-10-14
2025-06-30	$10,904	252	0.0%	Shares	Sole	2025-07-21
2025-03-31	$11,430	252	-26.3%	Shares	Sole	2025-04-09
2024-12-31	$13,676	342	+12.5%	Shares	Sole	2025-01-14
2024-09-30	$13,652	304	+0.3%	Shares	Sole	2024-10-08
2024-06-30	$12,495	303	+0.3%	Shares	Sole	2024-07-15
2024-03-31	$12,671	302	+19.8%	Shares	Sole	2024-04-11
2023-12-31	$9,500	252	-71.4%	Shares	Sole	2024-01-11
2023-09-30	$28,520	880	+10.7%	Shares	Sole	2023-10-10
2023-06-30	$29,566	795	+5.7%	Shares	Sole	2023-07-07
2023-03-31	$29,245	752	0.0%	Shares	Sole	2023-04-18
2022-12-31	$29,628	752	0.0%	Shares	Other	2023-01-10
2022-09-30	$28,553	752	0.0%	Shares	Sole	2022-10-11
2022-06-30	$38,164	752	0.0%	Shares	Other	2022-07-14
2022-03-31	$38,306	752	-0.1%	Shares	Sole	2022-04-18
2021-12-31	$39,125	753	0.0%	Shares	Other	2022-01-19
2021-09-30	$40,669	753	+197.6%	Shares	Sole	2021-10-13
2021-06-30	$14,175	253	-66.4%	Shares	Sole	2021-07-27
2021-03-31	$43,786	753	-11.0%	Shares	Sole	2021-04-20
2020-12-31	$49,702	846	—	Shares	Sole	2021-02-22
No filing history on record for this holder in this stock.