Modern Wealth Management, LLC
Position in VZ — Verizon Communications Inc
CIK 2001900
KANSAS CITY, MO
Position in VZ
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,758,304
+$1,307,174 QoQ
Shares Held
94,787
+11.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 3.3875953453532657.ToString("F0")%
Shared 0.ToString("F0")%
None 96.61240465464674.ToString("F0")%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Mar 31, 2026Modern Wealth Management, LLC holds $11,696,453 across 9 Telecom Services names. VZ ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
94,787 | $4,758,304 | |
| 2 | T |
At&T Inc.
|
91,934 | $2,665,165 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
5,664 | $1,189,608 | |
| 4 | VIV |
Telefonica Brasil S.A.
|
61,536 | $979,037 | |
| 5 | TIGO |
Millicom International Cellular SA
|
8,216 | $615,706 | |
| 6 | CMCSA |
Comcast Corp
|
19,198 | $551,171 | |
| 7 | VOD |
Vodafone Group Public Ltd Co
|
36,567 | $549,234 | |
| 8 | CHT |
Chunghwa Telecom Co Ltd
|
5,260 | $222,181 |
All Filings in VZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,758,304 | 94,787 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,451,130 | 84,732 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,316,200 | 75,454 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,507,320 | 57,946 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $2,239,875 | 49,380 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,783,793 | 44,606 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,806,684 | 40,229 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,525,013 | 36,979 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $636,323 | 15,165 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $445,500 | 11,817 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||