PlanVest Financial, Inc

Position in VZ — Verizon Communications Inc

CIK 2135239 GAITHERSBURG, MD

Position in VZ

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$351,422

-$63,531 QoQ

Shares Held

8,300

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#2,272

of 3,107 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

PlanVest Financial, Inc holds $593,742 across 5 Telecom Services names. VZ ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	8,300	$351,422
2	T	At&T Inc.	10,923	$226,106
3	CMCSA	Comcast Corp	363	$8,911
4	RCI	Rogers Communications Inc	184	$5,980
5	VOD	Vodafone Group Public Ltd Co	100	$1,323

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,422	8,300	+0.4%	Shares	Sole	2026-08-10
2026-03-31	$414,953	8,266	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.