SUMMIT WEALTH GROUP LLC / CO
Position in VZ — Verizon Communications Inc
CIK 2081278
COLORADO SPRINGS, CO
Position in VZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$563,672
-$44,651 QoQ
Shares Held
13,313
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,932
of 3,115 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $1,231,478 across 3 Telecom Services names. VZ ranks #1 (45.8% of the industry book) .
All Filings in VZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,672 | 13,313 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $608,323 | 12,118 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $347,141 | 8,523 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,637,445 | 37,257 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $320,976 | 7,418 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||