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Disclosery

InvesTrust: VZ position timeline

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

InvesTrust held 48,997 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,997 shares
    Change vs previous 13F -1,611 shares

    0.8% of the 13F portfolio, value $2,074,532.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 50,608 shares
    Change vs previous 13F +115 shares

    1.07% of the 13F portfolio, value $2,540,521.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 50,493 shares
    Change vs previous 13F -1,651 shares

    0.8% of the 13F portfolio, value $2,056,579.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 52,144 shares
    Change vs previous 13F +685 shares

    0.84% of the 13F portfolio, value $2,291,728.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 51,459 shares
    Change vs previous 13F -98,770 shares

    0.86% of the 13F portfolio, value $2,226,631.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 150,229 shares
    Change vs previous 13F +845 shares

    1.86% of the 13F portfolio, value $6,814,387.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 149,384 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $5,956,056.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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