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Roberts Wealth Advisors, LLC: VZ position timeline

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

Roberts Wealth Advisors, LLC held 71,350 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,350 shares
    Change vs previous 13F +2,839 shares

    0.69% of the 13F portfolio, value $3,020,950.

    13F-HR 0001754960-26-000669 filed by Roberts Wealth Advisors, 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 68,511 shares
    Change vs previous 13F +2,277 shares

    0.87% of the 13F portfolio, value $3,439,245.

    13F-HR 0001754960-26-000208 filed by Roberts Wealth Advisors, 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 66,234 shares
    Change vs previous 13F +1,154 shares

    0.7% of the 13F portfolio, value $2,697,705.

    13F-HR 0001754960-26-000034 filed by Roberts Wealth Advisors, 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 65,080 shares
    Change vs previous 13F +454 shares

    0.76% of the 13F portfolio, value $2,860,260.

    13F-HR 0001754960-25-000696 filed by Roberts Wealth Advisors, 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 64,626 shares
    Change vs previous 13F +1,631 shares

    0.8% of the 13F portfolio, value $2,796,360.

    13F-HR 0001754960-25-000464 filed by Roberts Wealth Advisors, 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 62,995 shares
    Change vs previous 13F -59,245 shares

    0.88% of the 13F portfolio, value $2,857,446.

    13F-HR 0001754960-25-000223 filed by Roberts Wealth Advisors, 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 122,240 shares
    Change vs previous 13F +4,588 shares

    1.42% of the 13F portfolio, value $4,667,120.

    13F-HR 0001754960-25-000044 filed by Roberts Wealth Advisors, 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 117,652 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $5,177,860.

    13F-HR 0001754960-24-000496 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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