Position in VZ
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$969,914
+$267,607 QoQ
Shares Held
19,321
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026SOA Wealth Advisors, LLC. holds $1,738,045 across 12 Telecom Services names. VZ ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
19,321 | $969,914 | |
| 2 | T |
At&T Inc.
|
19,183 | $556,115 | |
| 3 | CMCSA |
Comcast Corp
|
3,301 | $94,771 | |
| 4 | VOD |
Vodafone Group Public Ltd Co
|
2,364 | $35,507 | |
| 5 | ECHO |
EchoStar CORP
|
294 | $34,418 | |
| 6 | AMX |
America Movil Sab De Cv/
|
784 | $19,976 | |
| 7 | CHTR |
Charter Communications, Inc. /Mo/
|
69 | $14,895 | |
| 8 | TMUS |
T-Mobile US, Inc.
|
19 | $3,990 |
All Filings in VZ
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $969,914 | 19,321 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $702,307 | 17,243 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $755,676 | 17,194 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $745,715 | 17,234 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $322,736 | 7,115 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $334,076 | 8,354 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $320,343 | 7,133 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $279,895 | 6,787 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $365,765 | 8,717 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $330,591 | 8,769 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $894,775 | 27,608 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,310,240 | 35,231 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,410,812 | 36,277 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,438,769 | 36,517 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,401,928 | 36,922 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,780,005 | 35,074 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,692,889 | 33,233 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $632,872 | 12,180 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $619,926 | 11,478 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $619,243 | 11,052 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $651,977 | 11,212 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $643,606 | 10,955 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||