WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in VZ — Verizon Communications Inc

CIK 752365 SOUTH BEND, IN

Position in VZ

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$610,458

-$204,890 QoQ

Shares Held

14,418

-11.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,878

of 3,107 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $1,244,258 across 3 Telecom Services names. VZ ranks #1 (49.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc This page	14,418	$610,458
2	T	At&T Inc.	17,123	$354,446
3	CMCSA	Comcast Corp	11,379	$279,354

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$610,458	14,418	-11.2%	Shares	Sole	2026-08-12
2026-03-31	$815,348	16,242	-2.8%	Shares	Sole	2026-05-11
2025-12-31	$680,639	16,711	-22.5%	Shares	Sole	2026-02-11
2025-09-30	$947,869	21,567	-11.2%	Shares	Sole	2025-11-13
2025-06-30	$1,051,071	24,291	-14.6%	Shares	Sole	2025-08-11
2025-03-31	$1,290,446	28,449	-4.6%	Shares	Sole	2025-04-21
2024-12-31	$1,192,821	29,828	-11.7%	Shares	Sole	2025-01-29
2024-09-30	$1,516,431	33,766	-0.1%	Shares	Sole	2024-10-25
2024-06-30	$1,393,458	33,789	-9.7%	Shares	Sole	2024-07-15
2024-03-31	$1,570,730	37,434	-21.4%	Shares	Sole	2024-04-30
2023-12-31	$1,796,631	47,656	-9.1%	Shares	Sole	2024-01-25
2023-09-30	$1,698,672	52,412	-31.1%	Shares	Sole	2023-10-20
2023-06-30	$2,827,890	76,039	-21.3%	Shares	Sole	2023-07-28
2023-03-31	$3,757,435	96,617	-1.5%	Shares	Sole	2023-04-26
2022-12-31	$3,864,706	98,089	+0.1%	Shares	Sole	2023-01-30
2022-09-30	$3,720,832	97,994	+6.7%	Shares	Sole	2022-10-21
2022-06-30	$4,662,199	91,866	+1.0%	Shares	Sole	2022-07-20
2022-03-31	$4,634,062	90,971	+1.1%	Shares	Sole	2022-04-29
2021-12-31	$4,677,387	90,019	-4.4%	Shares	Sole	2022-01-24
2021-09-30	$5,087,525	94,196	+1.0%	Shares	Sole	2021-10-18
2021-06-30	$5,227,486	93,298	+0.4%	Shares	Sole	2021-07-13
2021-03-31	$5,402,774	92,911	-5.8%	Shares	Sole	2021-04-30
2020-12-31	$5,792,280	98,592	-3.6%	Shares	Sole	2021-01-28
2020-09-30	$6,086,243	102,307	-0.1%	Shares	Sole	2020-10-27
2020-06-30	$5,646,910	102,429	+1244.2%	Shares	Sole	2020-07-16
2020-03-31	$409,422	7,620	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.