Modern Wealth Management, LLC

Position in VZ — Verizon Communications Inc

CIK 2001900 KANSAS CITY, MO

Position in VZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,085,780

+$1,327,476 QoQ

Shares Held

143,736

+51.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#651

of 3,115 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Communication Services · as of Jun 30, 2026

Modern Wealth Management, LLC holds $13,399,098 across 11 Telecom Services names. VZ ranks #1 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	143,736	$6,085,780
2	T	At&T Inc.	131,360	$2,719,150
3	TMUS	T-Mobile US, Inc.	7,289	$1,222,581
4	VIV	Telefonica Brasil S.A.	60,302	$793,573
5	TIGO	Millicom International Cellular SA	8,241	$747,952
6	CMCSA	Comcast Corp	21,379	$524,853
7	VOD	Vodafone Group Public Ltd Co	27,644	$365,729
8	CHT	Chunghwa Telecom Co Ltd	7,624	$337,435

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,085,780	143,736	+51.6%	Shares	Other	2026-08-14
2026-03-31	$4,758,304	94,787	+11.9%	Shares	Other	2026-05-14
2025-12-31	$3,451,130	84,732	+12.3%	Shares	Other	2026-02-17
2025-09-30	$3,316,200	75,454	+30.2%	Shares	Sole	2025-11-12
2025-06-30	$2,507,320	57,946	+16.1%	Shares	Other	2025-11-12
2025-03-31	$2,263,325	49,897	+15.4%	Shares	Other	2025-06-02
2024-12-31	$1,728,406	43,221	+10.3%	Shares	Other	2025-05-30
2024-09-30	$1,759,527	39,179	+9.9%	Shares	Other	2025-05-30
2024-06-30	$1,470,493	35,657	+146.4%	Shares	Other	2025-05-29
2024-03-31	$607,327	14,474	+19.7%	Shares	Other	2025-05-29
2023-12-31	$455,829	12,091	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.