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Avior Wealth Management, LLC: VZ position timeline

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

Avior Wealth Management, LLC held 39,949 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,949 shares
    Change vs previous 13F -1,785 shares

    0.04% of the 13F portfolio, value $1,706,255.

    13F-HR 0001754960-26-000402 filed by Avior 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 41,734 shares
    Change vs previous 13F +6,711 shares

    0.06% of the 13F portfolio, value $2,093,562.

    13F-HR 0001754960-26-000212 filed by Avior 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 35,023 shares
    Change vs previous 13F -4,554 shares

    0.05% of the 13F portfolio, value $1,444,600.

    13F-HR 0001754960-26-000005 filed by Avior 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 39,577 shares
    Change vs previous 13F -1,305 shares

    0.06% of the 13F portfolio, value $1,750,894.

    13F-HR 0001754960-25-000798 filed by Avior 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 40,882 shares
    Change vs previous 13F +25,634 shares

    0.06% of the 13F portfolio, value $1,781,825.

    13F-HR 0001754960-25-000419 filed by Avior 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 15,248 shares
    Change vs previous 13F -26,797 shares

    0.03% of the 13F portfolio, value $700,199.

    13F-HR 0001754960-25-000218 filed by Avior 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 42,045 shares
    Change vs previous 13F +5,173 shares

    0.06% of the 13F portfolio, value $1,701,077.

    13F-HR 0001599868-25-000001 filed by Avior 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 36,872 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,665,403.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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