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Forza Wealth Management, LLC: VZ position timeline

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

Forza Wealth Management, LLC held 47,238 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,238 shares
    Change vs previous 13F +1,109 shares

    0.61% of the 13F portfolio, value $2,000,057.

    13F-HR 0001963030-26-000003 filed by Forza Wealth Management, 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 46,129 shares
    Change vs previous 13F +3,508 shares

    0.81% of the 13F portfolio, value $2,315,676.

    13F-HR 0001963030-26-000002 filed by Forza Wealth Management, 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 42,621 shares
    Change vs previous 13F +3,051 shares

    0.63% of the 13F portfolio, value $1,735,953.

    13F-HR 0001963030-26-000001 filed by Forza Wealth Management, 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 39,570 shares
    Change vs previous 13F +1,061 shares

    0.67% of the 13F portfolio, value $1,739,102.

    13F-HR 0001963030-25-000012 filed by Forza Wealth Management, 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 38,509 shares
    Change vs previous 13F +2,820 shares

    0.68% of the 13F portfolio, value $1,666,284.

    13F-HR 0001963030-25-000005 filed by Forza Wealth Management, 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 35,689 shares
    Change vs previous 13F -515 shares

    0.73% of the 13F portfolio, value $1,618,853.

    13F-HR 0001963030-25-000003 filed by Forza Wealth Management, 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 36,204 shares
    Change vs previous 13F +2,119 shares

    0.66% of the 13F portfolio, value $1,447,798.

    13F-HR 0001963030-25-000001 filed by Forza Wealth Management, 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 34,085 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,530,757.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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