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Disclosery

Beacon Financial Advisory LLC: VZ position timeline

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

Beacon Financial Advisory LLC held 6,104 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,104 shares
    Change vs previous 13F -19,080 shares

    0.05% of the 13F portfolio, value $258,446.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 25,184 shares
    Change vs previous 13F +359 shares

    0.29% of the 13F portfolio, value $1,264,240.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 24,825 shares
    Change vs previous 13F -3,594 shares

    0.23% of the 13F portfolio, value $1,011,125.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 28,419 shares
    Change vs previous 13F +2 shares

    0.29% of the 13F portfolio, value $1,249,017.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 28,417 shares
    Change vs previous 13F +2,709 shares

    0.32% of the 13F portfolio, value $1,229,590.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 25,708 shares
    Change vs previous 13F +215 shares

    0.35% of the 13F portfolio, value $1,166,115.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 25,493 shares
    Change vs previous 13F +1,663 shares

    0.33% of the 13F portfolio, value $1,019,462.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 23,830 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,070,223.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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