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Avantax Planning Partners, Inc.: VZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on VZ, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 209,873 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,873 shares
    Change vs previous 13F -603 shares

    0.22% of the 13F portfolio, value $8,886,017.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 210,476 shares
    Change vs previous 13F -10,715 shares

    0.29% of the 13F portfolio, value $10,565,896.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 221,191 shares
    Change vs previous 13F +7,363 shares

    0.25% of the 13F portfolio, value $9,009,124.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    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 213,828 shares
    Change vs previous 13F +12,081 shares

    0.27% of the 13F portfolio, value $9,397,720.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    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 201,747 shares
    Change vs previous 13F -858 shares

    0.28% of the 13F portfolio, value $8,729,586.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    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 202,605 shares
    Change vs previous 13F +7,949 shares

    0.33% of the 13F portfolio, value $9,190,176.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    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 194,656 shares
    Change vs previous 13F +2,973 shares

    0.28% of the 13F portfolio, value $7,784,285.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    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 191,683 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,608,482.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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