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Disclosery

Clearstead Advisors, LLC: VZ position timeline

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

Clearstead Advisors, LLC held 104,250 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,250 shares
    Change vs previous 13F +4,693 shares

    0.04% of the 13F portfolio, value $4,413,954.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 99,557 shares
    Change vs previous 13F +9,122 shares

    0.05% of the 13F portfolio, value $4,997,788.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 90,435 shares
    Change vs previous 13F +1,788 shares

    0.05% of the 13F portfolio, value $3,683,416.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 88,647 shares
    Change vs previous 13F +584 shares

    0.06% of the 13F portfolio, value $3,896,042.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 88,063 shares
    Change vs previous 13F +6,987 shares

    0.05% of the 13F portfolio, value $3,810,499.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 81,076 shares
    Change vs previous 13F -1,128 shares

    0.06% of the 13F portfolio, value $3,677,635.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 82,204 shares
    Change vs previous 13F -5,759 shares

    0.05% of the 13F portfolio, value $3,287,359.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 87,963 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,950,405.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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