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Portside Wealth Group, LLC: VZ position timeline

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

Portside Wealth Group, LLC held 126,025 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,025 shares
    Change vs previous 13F -5,373 shares

    0.62% of the 13F portfolio, value $5,335,891.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 131,398 shares
    Change vs previous 13F +2,542 shares

    0.9% of the 13F portfolio, value $6,596,225.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 128,856 shares
    Change vs previous 13F +2,414 shares

    0.71% of the 13F portfolio, value $5,248,315.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 126,442 shares
    Change vs previous 13F +6,663 shares

    0.77% of the 13F portfolio, value $5,557,135.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 119,779 shares
    Change vs previous 13F -1,754 shares

    0.77% of the 13F portfolio, value $5,182,823.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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 121,533 shares
    Change vs previous 13F +43,810 shares

    0.9% of the 13F portfolio, value $5,512,738.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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 77,723 shares
    Change vs previous 13F -712 shares

    0.51% of the 13F portfolio, value $3,108,154.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 78,435 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,522,499.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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