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Disclosery

Cassia Capital Partners, LLC: VZ position timeline

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

Cassia Capital Partners, LLC held 28,985 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,985 shares
    Change vs previous 13F -50 shares

    0.59% of the 13F portfolio, value $1,227,229.

    13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, 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 29,035 shares
    Change vs previous 13F +1,596 shares

    0.75% of the 13F portfolio, value $1,457,575.

    13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, 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 27,439 shares
    Change vs previous 13F -226 shares

    0.6% of the 13F portfolio, value $1,117,576.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, 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 27,665 shares
    Change vs previous 13F +3,707 shares

    0.66% of the 13F portfolio, value $1,215,870.

    13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, 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 23,958 shares
    Change vs previous 13F -131 shares

    0.62% of the 13F portfolio, value $1,036,642.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, 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 24,089 shares
    Change vs previous 13F +4,090 shares

    0.68% of the 13F portfolio, value $1,092,673.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, 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 19,999 shares
    Change vs previous 13F +6,533 shares

    0.51% of the 13F portfolio, value $799,760.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, 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 13,466 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $604,758.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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