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Carson Advisory Inc.: VZ position timeline

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

Carson Advisory Inc. held 25,706 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,706 shares
    Change vs previous 13F +341 shares

    0.5% of the 13F portfolio, value $1,088,374.

    13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
    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 25,365 shares
    Change vs previous 13F -1,209 shares

    0.66% of the 13F portfolio, value $1,273,327.

    13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
    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 26,574 shares
    Change vs previous 13F -638 shares

    0.56% of the 13F portfolio, value $1,082,360.

    13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
    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 27,212 shares
    Change vs previous 13F -658 shares

    0.65% of the 13F portfolio, value $1,195,973.

    13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
    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 27,870 shares
    Change vs previous 13F +2,801 shares

    0.77% of the 13F portfolio, value $1,205,956.

    13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
    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 25,069 shares
    Change vs previous 13F -159 shares

    0.77% of the 13F portfolio, value $1,137,138.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    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 25,228 shares
    Change vs previous 13F -732 shares

    0.7% of the 13F portfolio, value $1,008,865.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    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 25,960 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,165,848.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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