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Disclosery

HB Wealth Management, LLC: VZ position timeline

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

HB Wealth Management, LLC held 208,634 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,634 shares
    Change vs previous 13F +297 shares

    0.05% of the 13F portfolio, value $8,833,567.

    13F-HR 0001172661-26-002920 filed by HB 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 208,337 shares
    Change vs previous 13F +19,392 shares

    0.07% of the 13F portfolio, value $10,458,529.

    13F-HR 0001172661-26-001543 filed by HB 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 188,945 shares
    Change vs previous 13F -10,479 shares

    0.05% of the 13F portfolio, value $7,695,744.

    13F-HR 0001172661-26-000353 filed by HB 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 199,424 shares
    Change vs previous 13F +9,591 shares

    0.06% of the 13F portfolio, value $8,764,711.

    13F-HR 0001172661-25-004398 filed by HB 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 189,833 shares
    Change vs previous 13F +3,643 shares

    0.07% of the 13F portfolio, value $8,214,083.

    13F-HR 0001172661-25-002644 filed by HB 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 186,190 shares
    Change vs previous 13F +25,603 shares

    0.07% of the 13F portfolio, value $8,445,617.

    13F-HR 0001172661-25-001594 filed by HB 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 160,587 shares
    Change vs previous 13F +16,365 shares

    0.07% of the 13F portfolio, value $6,420,274.

    13F-HR 0001172661-25-000193 filed by HB 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 144,222 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,477,054.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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