Asset Planning,Inc

Position in VZ — Verizon Communications Inc

CIK 2048547 LOS ALAMITOS, CA

Position in VZ

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,070,171

-$456,545 QoQ

Shares Held

48,894

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#1,078

of 3,106 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Asset Planning,Inc holds $2,327,835 across 6 Telecom Services names. VZ ranks #1 (88.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	48,894	$2,070,171
2	BCE	Bce Inc	3,542	$76,188
3	T	At&T Inc.	3,342	$69,179
4	LUMN	Lumen Technologies, Inc.	8,100	$62,208
5	CMCSA	Comcast Corp	2,015	$49,468
6	VOD	Vodafone Group Public Ltd Co	47	$621

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,070,171	48,894	-2.9%	Shares	Sole	2026-07-27
2026-03-31	$2,526,716	50,333	-2.9%	Shares	Sole	2026-04-23
2025-12-31	$2,110,506	51,817	-3.7%	Shares	Sole	2026-02-03
2025-09-30	$2,364,905	53,809	-0.2%	Shares	Sole	2025-10-23
2025-06-30	$2,333,378	53,926	-0.8%	Shares	Sole	2025-07-25
2025-03-31	$2,466,404	54,374	-5.8%	Shares	Sole	2025-05-08
2024-12-31	$2,309,502	57,752	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.