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Beverly Hills Private Wealth, LLC: VZ position timeline

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

Beverly Hills Private Wealth, LLC held 213,520 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,520 shares
    Change vs previous 13F +23,214 shares

    1.74% of the 13F portfolio, value $9,040,416.

    13F-HR 0001965710-26-000005 filed by Beverly Hills Private Wealth, 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 190,306 shares
    Change vs previous 13F +32,820 shares

    1.59% of the 13F portfolio, value $9,553,346.

    13F-HR 0001085146-26-000375 filed by Beverly Hills Private Wealth, 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/A 157,486 shares
    Change vs previous 13F -8,494 shares

    1.1% of the 13F portfolio, value $6,414,384.

    13F-HR/A 0001085146-26-000231 filed by Beverly Hills Private Wealth, 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 165,980 shares
    Change vs previous 13F +18,160 shares

    1.29% of the 13F portfolio, value $7,294,844.

    13F-HR 0001085146-25-005976 filed by Beverly Hills Private Wealth, 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 147,820 shares
    Change vs previous 13F +13,169 shares

    1.2% of the 13F portfolio, value $6,396,186.

    13F-HR 0001085146-25-004273 filed by Beverly Hills Private Wealth, 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 134,651 shares
    Change vs previous 13F +25,729 shares

    1.21% of the 13F portfolio, value $6,107,778.

    13F-HR 0001085146-25-002465 filed by Beverly Hills Private Wealth, 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 108,922 shares
    Change vs previous 13F -4,286 shares

    0.88% of the 13F portfolio, value $4,355,782.

    13F-HR 0001085146-25-001381 filed by Beverly Hills Private Wealth, 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 113,208 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $5,084,146.

    13F-HR 0001085146-24-005494 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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