Smallwood Wealth Investment Management, LLC
Position in VZ — Verizon Communications Inc
CIK 1921304
RED BANK, NJ
Position in VZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$210,472
-$41,281 QoQ
Shares Held
4,971
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,718
of 3,115 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $755,710 across 8 Telecom Services names. VZ ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
17,138 | $354,756 | |
| 2 | VZ |
Verizon Communications Inc
This page
|
4,971 | $210,472 | |
| 3 | CMCSA |
Comcast Corp
|
6,915 | $169,763 | |
| 4 | BCE |
Bce Inc
|
471 | $10,131 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
487 | $6,443 | |
| 6 | CHTR |
Charter Communications, Inc. /Mo/
|
27 | $3,839 | |
| 7 | TLK |
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk
|
20 | $268 | |
| 8 | LUMN |
Lumen Technologies, Inc.
|
5 | $38 |
All Filings in VZ
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,472 | 4,971 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $251,753 | 5,015 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $204,260 | 5,015 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $218,475 | 4,971 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $187,575 | 4,335 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $204,165 | 4,501 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $211,427 | 5,287 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $237,349 | 5,285 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $249,749 | 6,056 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $241,605 | 5,758 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $211,082 | 5,599 | Shares | Sole | 2024-01-23 | |
| 2023-06-30 | $211,090 | 5,676 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $276,780 | 7,117 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $309,329 | 7,851 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $338,046 | 8,903 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $436,703 | 8,605 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $327,136 | 6,422 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $320,073 | 6,160 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||