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Disclosery

BSW Wealth Partners: VZ position timeline

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

BSW Wealth Partners held 18,828 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,828 shares
    Change vs previous 13F +526 shares

    0.09% of the 13F portfolio, value $797,167.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 18,302 shares
    Change vs previous 13F -738 shares

    0.11% of the 13F portfolio, value $918,763.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 19,040 shares
    Change vs previous 13F -1,325 shares

    0.09% of the 13F portfolio, value $775,489.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 20,365 shares
    Change vs previous 13F +772 shares

    0.11% of the 13F portfolio, value $895,041.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 19,593 shares
    Change vs previous 13F +637 shares

    0.12% of the 13F portfolio, value $847,783.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 18,956 shares
    Change vs previous 13F -968 shares

    0.13% of the 13F portfolio, value $859,858.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 19,924 shares
    Change vs previous 13F +2,868 shares

    0.12% of the 13F portfolio, value $796,742.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 17,056 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $765,979.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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