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Disclosery

Plan Group Financial, LLC: VZ position timeline

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

Plan Group Financial, LLC held 65,091 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 65,091 shares
    Change vs previous 13F +7,616 shares

    0.57% of the 13F portfolio, value $2,755,958.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 57,475 shares
    Change vs previous 13F +7,427 shares

    0.68% of the 13F portfolio, value $2,885,256.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 50,048 shares
    Change vs previous 13F -7,153 shares

    0.53% of the 13F portfolio, value $2,038,436.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 57,201 shares
    Change vs previous 13F +11,595 shares

    0.67% of the 13F portfolio, value $2,513,999.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 45,606 shares
    Change vs previous 13F +4,903 shares

    0.65% of the 13F portfolio, value $1,973,378.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 40,703 shares
    Change vs previous 13F +13,711 shares

    0.66% of the 13F portfolio, value $1,846,272.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 26,992 shares
    Change vs previous 13F +3,454 shares

    0.57% of the 13F portfolio, value $1,079,409.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 23,538 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,057,097.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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