WealthPlan Investment Management, LLC

Position in VZ — Verizon Communications Inc

CIK 1929986 OMAHA, NE

Position in VZ

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,156,164

-$2,255,113 QoQ

Shares Held

121,780

-17.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#694

of 3,055 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $10,465,153 across 5 Telecom Services names. VZ ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	121,780	$5,156,164
2	TMUS	T-Mobile US, Inc.	16,313	$2,736,179
3	T	At&T Inc.	92,345	$1,911,541
4	ECHO	EchoStar CORP	4,089	$415,033
5	CMCSA	Comcast Corp	10,030	$246,236

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,156,164	121,780	-17.5%	Shares	Sole	2026-07-28
2026-03-31	$7,411,277	147,635	-9.1%	Shares	Sole	2026-04-29
2025-12-31	$6,618,502	162,497	-29.7%	Shares	Sole	2026-02-05
2025-09-30	$10,156,053	231,082	-2.3%	Shares	Sole	2025-10-27
2025-06-30	$10,229,763	236,417	+12.1%	Shares	Sole	2025-07-28
2025-03-31	$9,565,970	210,890	-1.5%	Shares	Sole	2025-05-12
2024-12-31	$8,560,859	214,075	-1.0%	Shares	Sole	2025-01-30
2024-09-30	$9,712,820	216,273	-0.2%	Shares	Sole	2024-11-05
2024-06-30	$8,934,439	216,645	+4.5%	Shares	Sole	2024-08-09
2024-03-31	$8,702,252	207,394	+4.9%	Shares	Sole	2024-05-16
2023-12-31	$7,452,799	197,687	-20.3%	Shares	Sole	2024-01-05
2023-09-30	$8,037,193	247,985	+109.8%	Shares	Sole	2023-11-15
2023-06-30	$4,396,862	118,227	-42.1%	Shares	Sole	2023-08-14
2023-03-31	$7,946,199	204,325	-38.8%	Shares	Sole	2023-05-08
2022-12-31	$13,146,321	333,663	+33.5%	Shares	Other	2023-02-15
2022-09-30	$9,489,842	249,930	+20.8%	Shares	Other	2022-12-12
2022-03-31	$10,537,652	206,864	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.