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Disclosery

Fiduciary Alliance LLC: VZ position timeline

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

Fiduciary Alliance LLC held 33,368 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,368 shares
    Change vs previous 13F +1,428 shares

    0.1% of the 13F portfolio, value $1,412,783.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 31,940 shares
    Change vs previous 13F -5,521 shares

    0.09% of the 13F portfolio, value $1,438,245.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 37,461 shares
    Change vs previous 13F -1,942 shares

    0.1% of the 13F portfolio, value $1,525,776.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 39,403 shares
    Change vs previous 13F +6,743 shares

    0.12% of the 13F portfolio, value $1,731,753.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 32,660 shares
    Change vs previous 13F +6,342 shares

    0.11% of the 13F portfolio, value $1,413,197.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 26,318 shares
    Change vs previous 13F +735 shares

    0.12% of the 13F portfolio, value $1,193,778.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 25,583 shares
    Change vs previous 13F +6,059 shares

    0.1% of the 13F portfolio, value $1,023,058.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 19,524 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $876,831.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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