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Disclosery

Naviter Wealth, LLC: VZ position timeline

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

Naviter Wealth, LLC held 45,614 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,614 shares
    Change vs previous 13F +8,312 shares

    0.18% of the 13F portfolio, value $1,931,294.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 37,302 shares
    Change vs previous 13F +1,132 shares

    0.23% of the 13F portfolio, value $1,872,571.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 36,170 shares
    Change vs previous 13F -7,155 shares

    0.19% of the 13F portfolio, value $1,473,205.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 43,325 shares
    Change vs previous 13F +473 shares

    0.22% of the 13F portfolio, value $1,904,154.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 42,852 shares
    Change vs previous 13F -3,684 shares

    0.23% of the 13F portfolio, value $1,854,211.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 46,536 shares
    Change vs previous 13F +89 shares

    0.25% of the 13F portfolio, value $2,090,864.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 46,447 shares
    Change vs previous 13F -1,151 shares

    0.22% of the 13F portfolio, value $1,857,416.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 47,598 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,137,660.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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