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Focused Wealth Management, Inc: VZ position timeline

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

Focused Wealth Management, Inc held 16,516 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,516 shares
    Change vs previous 13F +1,236 shares

    0.06% of the 13F portfolio, value $699,285.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 15,280 shares
    Change vs previous 13F -5,677 shares

    0.08% of the 13F portfolio, value $767,038.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 20,957 shares
    Change vs previous 13F +4,617 shares

    0.09% of the 13F portfolio, value $853,586.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 16,340 shares
    Change vs previous 13F -678 shares

    0.08% of the 13F portfolio, value $718,123.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 17,018 shares
    Change vs previous 13F -533 shares

    0.09% of the 13F portfolio, value $736,376.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 17,551 shares
    Change vs previous 13F +3,033 shares

    0.11% of the 13F portfolio, value $796,100.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, 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 14,518 shares
    Change vs previous 13F +152 shares

    0.08% of the 13F portfolio, value $580,587.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, 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 14,366 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $645,172.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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