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Disclosery

Litman Gregory Wealth Management LLC: VZ position timeline

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

Litman Gregory Wealth Management LLC held 10,742 VZ shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 10,742 shares
    Change vs previous 13F +825 shares

    0.03% of the 13F portfolio, value $437,522.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth 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 ended2025-09-30
    13F 9,917 shares
    Change vs previous 13F +9,917 shares

    0.03% of the 13F portfolio, value $435,853.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -5,800 shares

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    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.

  4. period ended2024-09-30
    13F 5,800 shares
    Change vs previous 13F -3,150 shares

    0.02% of the 13F portfolio, value $260,478.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth 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 ended2024-06-30
    13F 8,950 shares
    Change vs previous 13F -834 shares

    0.03% of the 13F portfolio, value $369,098.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth 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 ended2024-03-31
    13F 9,784 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $410,537.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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