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Disclosery

Private Wealth Partners, LLC: VZ position timeline

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

Private Wealth Partners, LLC held 27,950 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 27,950 shares
    Change vs previous 13F +55 shares

    0.08% of the 13F portfolio, value $1,183,403.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 27,895 shares
    Change vs previous 13F -54 shares

    0.11% of the 13F portfolio, value $1,400,329.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 27,949 shares
    Change vs previous 13F -807 shares

    0.08% of the 13F portfolio, value $1,138,363.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 28,756 shares
    Change vs previous 13F -431 shares

    0.09% of the 13F portfolio, value $1,263,826.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 29,187 shares
    Change vs previous 13F -9,560 shares

    0.1% of the 13F portfolio, value $1,262,921.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 38,747 shares
    Change vs previous 13F +68 shares

    0.15% of the 13F portfolio, value $1,757,564.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 38,679 shares
    Change vs previous 13F -6,930 shares

    0.12% of the 13F portfolio, value $1,546,773.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, 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 45,609 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,048,300.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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