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Phoenix Wealth Advisors: VZ position timeline

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

Phoenix Wealth Advisors held 44,219 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,219 shares
    Change vs previous 13F -33 shares

    0.63% of the 13F portfolio, value $1,872,224.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 44,252 shares
    Change vs previous 13F -979 shares

    0.88% of the 13F portfolio, value $2,221,436.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 45,231 shares
    Change vs previous 13F -12,507 shares

    0.71% of the 13F portfolio, value $1,842,273.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 57,738 shares
    Change vs previous 13F -2,798 shares

    0.98% of the 13F portfolio, value $2,537,604.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 60,536 shares
    Change vs previous 13F -1,877 shares

    1.1% of the 13F portfolio, value $2,619,400.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 62,413 shares
    Change vs previous 13F +97 shares

    1.23% of the 13F portfolio, value $2,831,063.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 62,316 shares
    Change vs previous 13F -2,689 shares

    1.08% of the 13F portfolio, value $2,492,025.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 65,005 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,919,375.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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