JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in VZ — Verizon Communications Inc
CIK 2122180
AMMON, ID
Position in VZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,336,249
-$243,745 QoQ
Shares Held
31,560
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#1,310
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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,985,522 across 2 Telecom Services names. VZ ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
This page
|
31,560 | $1,336,249 | |
| 2 | CMCSA |
Comcast Corp
|
26,447 | $649,273 |
All Filings in VZ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,336,249 | 31,560 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $1,579,994 | 31,474 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,603,140 | 113,016 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||