Cherry Tree Wealth Management, LLC
Position in VZ — Verizon Communications Inc
CIK 1985414
MINNETONKA, MN
Position in VZ
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$45,380
+$8,561 QoQ
Shares Held
904
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $131,940 across 5 Telecom Services names. VZ ranks #2 (34.4% of the industry book) .
All Filings in VZ
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,380 | 904 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $36,819 | 904 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,173 | 459 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $19,860 | 459 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $26,490 | 584 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $13,596 | 340 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,775 | 329 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $29,239 | 709 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $29,707 | 708 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $26,691 | 708 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $28,358 | 875 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $32,541 | 875 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||