Concurrent Investment Advisors, LLC
Position in VZ — Verizon Communications Inc
CIK 2001015
Tampa, FL
Position in VZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$27,067,157
-$1,329,024 QoQ
Shares Held
639,281
+13.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#287
of 3,106 holders
Holding Since
Dec 2023
11 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 Sep 30, 2024CallValue
$44,910
CallShares
1,000
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, 2026Concurrent Investment Advisors, LLC holds $47,514,902 across 7 Telecom Services names. VZ ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
639,281 | $27,067,157 | |
| 2 | T |
At&T Inc.
|
399,881 | $8,277,535 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
33,404 | $5,602,852 | |
| 4 | CMCSA |
Comcast Corp
|
223,089 | $5,476,834 | |
| 5 | VOD |
Vodafone Group Public Ltd Co
|
52,829 | $698,927 | |
| 6 | TIGO |
Millicom International Cellular SA
|
3,262 | $296,059 | |
| 7 | LUMN |
Lumen Technologies, Inc.
|
12,440 | $95,538 |
All Filings in VZ
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,067,157 | 639,281 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $28,396,181 | 565,661 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $21,524,134 | 528,459 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,039,229 | 251,177 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $10,828,144 | 250,246 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,102,806 | 222,725 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,151,971 | 178,844 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,504,247 | 189,362 | Shares | Sole | 2024-10-30 | |
| 2024-09-30 | $44,910 | 1,000 | Call | Sole | 2024-10-30 | |
| 2024-06-30 | $7,715,715 | 187,093 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,425,847 | 129,310 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $6,536,840 | 173,391 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||