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CAPTRUST FINANCIAL ADVISORS: VZ position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,291,973 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,291,973 shares
    Change vs previous 13F -25,725 shares

    0.08% of the 13F portfolio, value $54,702,124.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,317,698 shares
    Change vs previous 13F +688,449 shares

    0.12% of the 13F portfolio, value $66,148,804.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 629,249 shares
    Change vs previous 13F -34,773 shares

    0.05% of the 13F portfolio, value $25,629,309.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 664,022 shares
    Change vs previous 13F -6,428 shares

    0.06% of the 13F portfolio, value $29,183,770.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 670,450 shares
    Change vs previous 13F +36,914 shares

    0.06% of the 13F portfolio, value $29,010,377.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 633,536 shares
    Change vs previous 13F -2,721 shares

    0.07% of the 13F portfolio, value $28,737,191.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 636,257 shares
    Change vs previous 13F -3,715 shares

    0.07% of the 13F portfolio, value $25,443,922.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 639,972 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $28,741,124.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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