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GENESIS PRIVATE WEALTH, LLC: VZ position timeline

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

GENESIS PRIVATE WEALTH, LLC held 7,684 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,684 shares
    Change vs previous 13F +1,787 shares

    0.09% of the 13F portfolio, value $325,341.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 5,897 shares
    Change vs previous 13F +5,897 shares

    0.09% of the 13F portfolio, value $296,029.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 0 shares
    Change vs previous 13F -7,404 shares

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 7,404 shares
    Change vs previous 13F +1,173 shares

    0.14% of the 13F portfolio, value $325,406.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, 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 6,231 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $269,615.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, 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 6,223 shares
    Change vs previous 13F -747 shares

    0.15% of the 13F portfolio, value $282,275.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, 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 6,970 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $278,730.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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