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Capital Wealth Planning, LLC: VZ position timeline

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

Capital Wealth Planning, LLC held 4,096,031 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,096,031 shares
    Change vs previous 13F +304,427 shares

    0.87% of the 13F portfolio, value $173,425,686.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 3,791,604 shares
    Change vs previous 13F -225,148 shares

    1.05% of the 13F portfolio, value $190,338,502.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 4,016,752 shares
    Change vs previous 13F -2,145,251 shares

    1.06% of the 13F portfolio, value $163,236,919.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 6,162,003 shares
    Change vs previous 13F +225,705 shares

    1.91% of the 13F portfolio, value $270,820,037.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 5,936,298 shares
    Change vs previous 13F +143,273 shares

    2.03% of the 13F portfolio, value $256,863,176.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 5,793,025 shares
    Change vs previous 13F -1,856,048 shares

    2.28% of the 13F portfolio, value $262,771,599.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 7,649,073 shares
    Change vs previous 13F +456,113 shares

    2.83% of the 13F portfolio, value $305,886,424.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 7,192,960 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $323,035,820.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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