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Grant Private Wealth Management Inc: VZ position timeline

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

Grant Private Wealth Management Inc held 27,273 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,273 shares
    Change vs previous 13F +3,061 shares

    0.49% of the 13F portfolio, value $1,154,718.

    13F-HR 0001754960-26-000404 filed by Grant Private 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 24,212 shares
    Change vs previous 13F +2,691 shares

    0.64% of the 13F portfolio, value $1,215,445.

    13F-HR 0001754960-26-000241 filed by Grant Private 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 21,521 shares
    Change vs previous 13F +1,403 shares

    0.53% of the 13F portfolio, value $876,533.

    13F-HR 0001754960-26-000002 filed by Grant Private 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 20,118 shares
    Change vs previous 13F -97,956 shares

    0.55% of the 13F portfolio, value $884,173.

    13F-HR 0001754960-25-000636 filed by Grant Private 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 118,074 shares
    Change vs previous 13F +97,687 shares

    2.9% of the 13F portfolio, value $5,109,050.

    13F-HR 0001754960-25-000367 filed by Grant Private 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 20,387 shares
    Change vs previous 13F +1,736 shares

    1% of the 13F portfolio, value $924,754.

    13F-HR 0001754960-25-000206 filed by Grant Private 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 18,651 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $745,853.

    13F-HR 0001754960-25-000138 filed by Grant Private Wealth Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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