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Oak Asset Management, LLC: VZ position timeline

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

Oak Asset Management, LLC held 36,757 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,757 shares
    Change vs previous 13F -1,416 shares

    0.5% of the 13F portfolio, value $1,556,290.

    13F-HR 0001726375-26-000003 filed by Oak Asset 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 38,173 shares
    Change vs previous 13F -3,093 shares

    0.66% of the 13F portfolio, value $1,916,283.

    13F-HR 0001726375-26-000002 filed by Oak Asset 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 41,266 shares
    Change vs previous 13F -778 shares

    0.57% of the 13F portfolio, value $1,680,752.

    13F-HR 0001726375-26-000001 filed by Oak Asset 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 42,044 shares
    Change vs previous 13F -2,653 shares

    0.63% of the 13F portfolio, value $1,847,816.

    13F-HR 0001726375-25-000003 filed by Oak Asset 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 44,697 shares
    Change vs previous 13F -28 shares

    0.69% of the 13F portfolio, value $1,934,058.

    13F-HR 0001085146-25-003766 filed by Oak Asset 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 44,725 shares
    Change vs previous 13F -2,193 shares

    0.74% of the 13F portfolio, value $2,028,746.

    13F-HR 0001085146-25-002040 filed by Oak Asset 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 46,918 shares
    Change vs previous 13F -1,086 shares

    0.69% of the 13F portfolio, value $1,876,243.

    13F-HR 0001085146-25-000173 filed by Oak Asset 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 48,004 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,155,853.

    13F-HR 0001085146-24-004681 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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