Skip to content
Disclosery

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC: VZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC on VZ, newest first. How the timeline and the estimate are built.

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 111,984 VZ shares at 2024-06-30 per its 13F-HR filed 2024-07-05.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 111,984 shares
    Change vs previous 13F -1,839 shares

    0.71% of the 13F portfolio, value $4,618,237.

    13F-HR 0001104659-24-078011 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2024-03-31
    13F 113,823 shares
    Change vs previous 13F +11,356 shares

    0.76% of the 13F portfolio, value $4,776,016.

    13F-HR 0001104659-24-058497 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2023-12-31
    13F 102,467 shares
    Change vs previous 13F -29,598 shares

    0.64% of the 13F portfolio, value $3,863,001.

    13F-HR 0001104659-24-010973 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2023-09-30
    13F 132,065 shares
    Change vs previous 13F +106,775 shares

    0.7% of the 13F portfolio, value $4,280,222.

    13F-HR 0001104659-23-117013 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2023-06-30
    13F 25,290 shares
    Change vs previous 13F +535 shares

    0.15% of the 13F portfolio, value $940,547.

    13F-HR 0001104659-23-089103 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2023-03-31
    13F 24,755 shares
    Change vs previous 13F +21,795 shares

    0.16% of the 13F portfolio, value $962,711.

    13F-HR 0001104659-23-057328 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2022-12-31
    13F 2,960 shares
    Change vs previous 13F -18,840 shares

    0.02% of the 13F portfolio, value $116,633.

    13F-HR 0001104659-23-014516 filed by INSTITUTIONAL & FAMILY ASSET 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 ended2022-09-30
    13F 21,800 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $828,000.

    13F-HR 0001104659-22-115173 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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