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KELLEHER FINANCIAL ADVISORS: VZ position timeline

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

KELLEHER FINANCIAL ADVISORS held 37,493 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,493 shares
    Change vs previous 13F +11,403 shares

    0.23% of the 13F portfolio, value $1,587,447.

    13F-HR 0001999371-26-017142 filed by KELLEHER FINANCIAL 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 26,090 shares
    Change vs previous 13F +1,657 shares

    0.31% of the 13F portfolio, value $1,234,444.

    13F-HR 0001999371-26-010268 filed by KELLEHER FINANCIAL 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 24,433 shares
    Change vs previous 13F +7,925 shares

    0.23% of the 13F portfolio, value $995,175.

    13F-HR 0001999371-26-001248 filed by KELLEHER FINANCIAL 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 16,508 shares
    Change vs previous 13F -7,166 shares

    0.18% of the 13F portfolio, value $725,498.

    13F-HR 0001999371-25-017935 filed by KELLEHER FINANCIAL 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 23,674 shares
    Change vs previous 13F +1,221 shares

    0.36% of the 13F portfolio, value $1,024,359.

    13F-HR 0001172661-25-002961 filed by KELLEHER FINANCIAL 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 22,453 shares
    Change vs previous 13F +5,092 shares

    0.41% of the 13F portfolio, value $1,017,171.

    13F-HR 0001172661-25-001804 filed by KELLEHER FINANCIAL 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 17,361 shares
    Change vs previous 13F -395 shares

    0.26% of the 13F portfolio, value $694,264.

    13F-HR 0001172661-25-000245 filed by KELLEHER FINANCIAL 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 17,756 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $797,405.

    13F-HR 0001172661-24-004524 filed by KELLEHER FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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