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EP Wealth Advisors, LLC: VZ position timeline

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

EP Wealth Advisors, LLC held 172,916 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,916 shares
    Change vs previous 13F +22,909 shares

    0.03% of the 13F portfolio, value $7,321,242.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 150,007 shares
    Change vs previous 13F -3,811 shares

    0.04% of the 13F portfolio, value $7,530,330.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 153,818 shares
    Change vs previous 13F -43,288 shares

    0.03% of the 13F portfolio, value $6,264,991.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 197,106 shares
    Change vs previous 13F +59,075 shares

    0.06% of the 13F portfolio, value $8,528,789.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 138,031 shares
    Change vs previous 13F -3,487 shares

    0.05% of the 13F portfolio, value $6,261,091.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 141,518 shares
    Change vs previous 13F +26,366 shares

    0.05% of the 13F portfolio, value $5,659,289.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 115,152 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,171,466.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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