Marshall & Sterling Wealth Advisors Inc.
Position in VZ — Verizon Communications Inc
CIK 2056315
POUGHKEEPSIE, NY
Position in VZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,395
-$27,220 QoQ
Shares Held
340
-59.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,029
of 3,107 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $59,282 across 5 Telecom Services names. VZ ranks #2 (24.3% of the industry book) .
All Filings in VZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,395 | 340 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $41,615 | 829 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $33,642 | 826 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $45,616 | 1,038 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $44,478 | 1,028 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $52,568 | 1,159 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,989 | 1,025 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||