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Disclosery

Realta Investment Advisors: VZ position timeline

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

Realta Investment Advisors held 8,952 VZ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,952 shares
    Change vs previous 13F +4,122 shares

    0.12% of the 13F portfolio, value $410,612.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,830 shares
    Change vs previous 13F -5,841 shares

    0.06% of the 13F portfolio, value $204,512.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,671 shares
    Change vs previous 13F -175 shares

    0.19% of the 13F portfolio, value $535,666.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,846 shares
    Change vs previous 13F -557 shares

    0.15% of the 13F portfolio, value $441,746.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,403 shares
    Change vs previous 13F -795 shares

    0.17% of the 13F portfolio, value $501,153.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,198 shares
    Change vs previous 13F -2,676 shares

    0.21% of the 13F portfolio, value $527,805.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,874 shares
    Change vs previous 13F -2,309 shares

    0.31% of the 13F portfolio, value $674,678.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,183 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $691,742.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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