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B. Riley Wealth Advisors, Inc.: VZ position timeline

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

B. Riley Wealth Advisors, Inc. held 91,522 VZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 91,522 shares
    Change vs previous 13F +24,739 shares

    0.17% of the 13F portfolio, value $4,198,142.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 66,783 shares
    Change vs previous 13F +5,365 shares

    0.16% of the 13F portfolio, value $2,945,135.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 61,418 shares
    Change vs previous 13F -14,941 shares

    0.2% of the 13F portfolio, value $3,089,322.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 76,359 shares
    Change vs previous 13F -5,533 shares

    0.15% of the 13F portfolio, value $3,110,122.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 81,892 shares
    Change vs previous 13F -12,595 shares

    0.17% of the 13F portfolio, value $3,599,144.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 94,487 shares
    Change vs previous 13F -80,238 shares

    0.2% of the 13F portfolio, value $4,088,477.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 174,725 shares
    Change vs previous 13F +10,180 shares

    0.24% of the 13F portfolio, value $7,925,528.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 164,545 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,580,140.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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