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Keudell/Morrison Wealth Management: VZ position timeline

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

Keudell/Morrison Wealth Management held 57,518 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,518 shares
    Change vs previous 13F +5,422 shares

    0.46% of the 13F portfolio, value $2,435,313.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    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 52,096 shares
    Change vs previous 13F -1,199 shares

    0.53% of the 13F portfolio, value $2,615,213.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 53,295 shares
    Change vs previous 13F +2,110 shares

    0.46% of the 13F portfolio, value $2,170,688.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 51,185 shares
    Change vs previous 13F +3,143 shares

    0.49% of the 13F portfolio, value $2,214,782.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 48,042 shares
    Change vs previous 13F +983 shares

    0.51% of the 13F portfolio, value $2,179,192.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 47,059 shares
    Change vs previous 13F +179 shares

    0.49% of the 13F portfolio, value $1,881,900.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 46,880 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,105,398.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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