Caldwell Trust Co

Bank

Position in VZ — Verizon Communications Inc

CIK 2080218 Venice, FL

Position in VZ

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,248,380

-$566,935 QoQ

Shares Held

53,103

-5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,013

of 3,055 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Caldwell Trust Co holds $7,420,216 across 5 Telecom Services names. VZ ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMUS	T-Mobile US, Inc.	23,661	$3,968,659
2	VZ	Verizon Communications Inc This page	53,103	$2,248,380
3	T	At&T Inc.	49,110	$1,016,577
4	CMCSA	Comcast Corp	4,500	$110,475
5	ECHO	EchoStar CORP	750	$76,125

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,248,380	53,103	-5.3%	Shares	Sole	2026-08-03
2026-03-31	$2,815,315	56,082	+1.9%	Shares	Sole	2026-04-22
2025-12-31	$2,242,145	55,049	-10.1%	Shares	Sole	2026-01-30
2025-09-30	$2,691,057	61,230	+0.4%	Shares	Sole	2025-10-23
2025-06-30	$2,639,772	61,007	-11.1%	Shares	Sole	2025-09-22
2025-03-31	$3,111,151	68,588	-1.2%	Shares	Sole	2025-09-23
2024-12-31	$2,775,585	69,407	-2.4%	Shares	Sole	2025-09-24
2024-09-30	$3,192,427	71,085	-2.5%	Shares	Sole	2025-09-24
2024-06-30	$3,006,437	72,901	-6.6%	Shares	Sole	2025-09-24
2024-03-31	$3,273,760	78,021	+0.0%	Shares	Sole	2025-09-24
2023-12-31	$2,940,561	77,999	-7.4%	Shares	Sole	2025-10-01
2023-09-30	$2,728,759	84,195	-34.4%	Shares	Sole	2025-10-01
2023-06-30	$4,773,633	128,358	-5.0%	Shares	Sole	2025-10-01
2023-03-31	$5,253,260	135,080	-4.3%	Shares	Sole	2025-10-01
2022-12-31	$5,562,019	141,168	-2.4%	Shares	Sole	2025-10-01
2022-09-30	$5,491,410	144,625	-2.1%	Shares	Sole	2025-10-01
2022-06-30	$7,497,703	147,738	+8.0%	Shares	Sole	2025-10-02
2022-03-31	$6,970,068	136,829	+1.6%	Shares	Sole	2025-10-02
2021-12-31	$6,994,802	134,619	-1.0%	Shares	Sole	2025-10-02
2021-09-30	$7,342,712	135,951	+6.4%	Shares	Sole	2025-10-02
2021-06-30	$7,157,719	127,748	+4.2%	Shares	Sole	2025-10-02
2021-03-31	$7,132,271	122,653	+13.1%	Shares	Sole	2025-10-02
2020-12-31	$6,371,907	108,458	-1.1%	Shares	Sole	2025-10-02
2020-09-30	$6,523,851	109,663	-7.0%	Shares	Sole	2025-10-02
2020-06-30	$6,503,410	117,965	+0.6%	Shares	Sole	2025-10-02
2020-03-31	$6,300,433	117,261	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.