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Accurate Wealth Management, LLC: VZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on VZ, newest first. How the timeline and the estimate are built.

Accurate Wealth Management, LLC held 55,034 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,034 shares
    Change vs previous 13F +6,888 shares

    0.22% of the 13F portfolio, value $2,317,824.

    13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,146 shares
    Change vs previous 13F +6,638 shares

    0.27% of the 13F portfolio, value $2,216,978.

    13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,508 shares
    Change vs previous 13F -1,163 shares

    0.21% of the 13F portfolio, value $1,679,439.

    13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,671 shares
    Change vs previous 13F +1,982 shares

    0.23% of the 13F portfolio, value $1,730,117.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,689 shares
    Change vs previous 13F +1,583 shares

    0.26% of the 13F portfolio, value $1,710,118.

    13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,106 shares
    Change vs previous 13F +1,951 shares

    0.33% of the 13F portfolio, value $1,709,947.

    13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,155 shares
    Change vs previous 13F -1,096 shares

    0.27% of the 13F portfolio, value $1,405,063.

    13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,251 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,672,979.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).