Heritage Wealth Management, Inc.
Position in VZ — Verizon Communications Inc
CIK 1944755
CINCINNATI, OH
Position in VZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$981,017
-$191,153 QoQ
Shares Held
23,170
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,515
of 3,107 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $3,322,956 across 3 Telecom Services names. VZ ranks #2 (29.5% of the industry book) .
All Filings in VZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $981,017 | 23,170 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,172,170 | 23,350 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $968,518 | 23,779 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,021,705 | 23,247 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $987,334 | 22,818 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,057,205 | 23,307 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $851,387 | 21,290 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $961,208 | 21,403 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $892,103 | 21,632 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||