Center for Wealth Management Advisory
Position in VZ — Verizon Communications Inc
CIK 2121390
MILFORD, OH
Position in VZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,873,545
-$338,417 QoQ
Shares Held
44,250
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
#1,125
of 3,107 holders
Holding Since
Dec 2025
3 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, 2026Center for Wealth Management Advisory holds $3,149,236 across 2 Telecom Services names. VZ ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
44,250 | $1,873,545 | |
| 2 | CMCSA |
Comcast Corp
|
51,963 | $1,275,691 |
All Filings in VZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,873,545 | 44,250 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,211,962 | 44,063 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,813,788 | 44,532 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||