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Disclosery

IBEX WEALTH ADVISORS: VZ position timeline

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

IBEX WEALTH ADVISORS held 333,925 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 333,925 shares
    Change vs previous 13F +7,603 shares

    1.11% of the 13F portfolio, value $14,138,384.

    13F-HR 0001686242-26-000003 filed by IBEX WEALTH ADVISORS
    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 326,322 shares
    Change vs previous 13F +22,694 shares

    1.53% of the 13F portfolio, value $16,381,335.

    13F-HR 0001686242-26-000002 filed by IBEX WEALTH ADVISORS
    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 303,628 shares
    Change vs previous 13F -1,610 shares

    1.21% of the 13F portfolio, value $12,366,755.

    13F-HR 0001686242-26-000001 filed by IBEX WEALTH ADVISORS
    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 305,238 shares
    Change vs previous 13F -5,630 shares

    1.28% of the 13F portfolio, value $13,415,195.

    13F-HR 0001686242-25-000007 filed by IBEX WEALTH ADVISORS
    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 310,868 shares
    Change vs previous 13F +78,718 shares

    1.44% of the 13F portfolio, value $13,451,259.

    13F-HR 0001686242-25-000004 filed by IBEX WEALTH ADVISORS
    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 232,150 shares
    Change vs previous 13F -6,608 shares

    1.39% of the 13F portfolio, value $10,530,301.

    13F-HR 0001686242-25-000002 filed by IBEX WEALTH ADVISORS
    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 238,758 shares
    Change vs previous 13F +238,758 shares

    1.12% of the 13F portfolio, value $9,547,920.

    13F-HR 0001686242-25-000001 filed by IBEX WEALTH ADVISORS
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001686242-24-000005 filed by IBEX WEALTH ADVISORS
    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.