Position in VZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,501,418
-$319,587 QoQ
Shares Held
35,461
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,236
of 3,107 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VZ Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026TRED AVON FAMILY WEALTH, LLC holds $2,513,786 across 2 Telecom Services names. VZ ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
35,461 | $1,501,418 | |
| 2 | CMCSA |
Comcast Corp
|
41,237 | $1,012,368 |
All Filings in VZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,501,418 | 35,461 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,821,005 | 36,275 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,322,869 | 32,479 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,464,853 | 33,330 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||