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Disclosery

Modern Wealth Management, LLC: VZ position timeline

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

Modern Wealth Management, LLC held 143,736 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,736 shares
    Change vs previous 13F +48,949 shares

    0.07% of the 13F portfolio, value $6,085,775.

    13F-HR 0002001900-26-000007 filed by Modern 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 ended2026-03-31
    13F 94,787 shares
    Change vs previous 13F +10,055 shares

    0.08% of the 13F portfolio, value $4,681,565.

    13F-HR 0002001900-26-000006 filed by Modern 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 ended2025-12-31
    13F 84,732 shares
    Change vs previous 13F +9,278 shares

    0.06% of the 13F portfolio, value $3,451,161.

    13F-HR 0002001900-26-000001 filed by Modern Wealth 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 ended2025-09-30
    13F 75,454 shares
    Change vs previous 13F +17,508 shares

    0.07% of the 13F portfolio, value $3,316,210.

    13F-HR 0002001900-25-000023 filed by Modern 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 ended2025-06-30
    13F/A 57,946 shares
    Change vs previous 13F +8,049 shares

    0.06% of the 13F portfolio, value $2,507,318.

    13F-HR/A 0002001900-25-000022 filed by Modern 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 ended2025-03-31
    13F/A 49,897 shares
    Change vs previous 13F +6,676 shares

    0.07% of the 13F portfolio, value $2,263,345.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth 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 ended2024-12-31
    13F/A 43,221 shares
    Change vs previous 13F +4,042 shares

    0.06% of the 13F portfolio, value $1,728,396.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth 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 ended2024-09-30
    13F/A 39,179 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,759,531.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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