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Disclosery

Berry Wealth Group, LP: VZ position timeline

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

Berry Wealth Group, LP held 5,768 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,768 shares
    Change vs previous 13F -518 shares

    0.78% of the 13F portfolio, value $244,221.

    13F-HR 0001951757-26-001258 filed by Berry Wealth Group, LP
    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 6,286 shares
    Change vs previous 13F -570 shares

    1.18% of the 13F portfolio, value $315,562.

    13F-HR 0001951757-26-000698 filed by Berry Wealth Group, LP
    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 6,856 shares
    Change vs previous 13F +6,856 shares

    0.98% of the 13F portfolio, value $279,254.

    13F-HR 0001951757-26-000353 filed by Berry Wealth Group, LP
    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 0 shares
    Change vs previous 13F -47,197 shares

    13F-HR 0001951757-25-001408 filed by Berry Wealth Group, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 47,197 shares
    Change vs previous 13F -222 shares

    1.43% of the 13F portfolio, value $2,042,220.

    13F-HR 0001951757-25-001079 filed by Berry Wealth Group, LP
    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 47,419 shares
    Change vs previous 13F -1,308 shares

    1.68% of the 13F portfolio, value $2,150,940.

    13F-HR 0001951757-25-000426 filed by Berry Wealth Group, LP
    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 48,727 shares
    Change vs previous 13F -1,654 shares

    1.41% of the 13F portfolio, value $1,948,585.

    13F-HR 0001951757-25-000117 filed by Berry Wealth Group, LP
    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 50,381 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,262,604.

    13F-HR 0001951757-24-001081 filed by Berry Wealth Group, LP
    Filed (acceptance time not in the bulk data set), ingested

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