Position in VZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$378,519
+$7,642 QoQ
Shares Held
8,940
+21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#2,215
of 3,107 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Optivise Advisory Services LLC holds $704,502 across 2 Telecom Services names. VZ ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
8,940 | $378,519 | |
| 2 | T |
At&T Inc.
|
15,748 | $325,983 |
All Filings in VZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,519 | 8,940 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $370,877 | 7,388 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $413,694 | 10,157 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $335,074 | 7,624 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $252,956 | 5,846 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $237,459 | 5,235 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $313,961 | 7,851 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $256,436 | 5,710 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $282,823 | 6,858 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||