Position in VZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,546,993
+$8,399,620 QoQ
Shares Held
296,339
+258.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#445
of 3,055 holders
Holding Since
Dec 2023
10 quarters on record
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $16,044,699 across 6 Telecom Services names. VZ ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
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|
296,339 | $12,546,993 | |
| 2 | T |
At&T Inc.
|
98,102 | $2,030,711 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
2,649 | $444,316 | |
| 4 | CHTR |
Charter Communications, Inc. /Mo/
|
3,009 | $427,909 | |
| 5 | CMCSA |
Comcast Corp
|
15,524 | $381,114 | |
| 6 | CXDO |
Crexendo, Inc.
|
28,602 | $213,656 |
All Filings in VZ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,546,993 | 296,339 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,147,373 | 82,617 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,970,153 | 72,923 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,937,925 | 66,847 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,137,953 | 95,631 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,677,186 | 36,975 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $1,322,779 | 29,454 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,120,605 | 124,166 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,718,434 | 136,283 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $277,434 | 7,359 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||