Position in VZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$63,510
-$11,790 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,901
of 3,106 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Derivatives in VZ
reported options exposure · as of Dec 31, 2022CallValue
$19,700
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Telecom Services
Communication Services · as of Jun 30, 2026LGT Financial Advisors LLC holds $84,041 across 4 Telecom Services names. VZ ranks #1 (75.6% of the industry book) .
All Filings in VZ
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,510 | 1,500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $75,300 | 1,500 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $61,095 | 1,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $65,925 | 1,500 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $30,158 | 697 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $29,211 | 644 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $25,313 | 633 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $27,978 | 623 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $105,656 | 2,562 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $197,587 | 4,709 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $176,360 | 4,678 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $236,430 | 7,295 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $278,404 | 7,486 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $577,166 | 14,841 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $260,512 | 6,612 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $19,700 | 500 | Call | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||