Skip to content
Disclosery

ROI Financial Advisors, LLC: VZ position timeline

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

ROI Financial Advisors, LLC held 18,101 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,101 shares
    Change vs previous 13F +2,858 shares

    0.4% of the 13F portfolio, value $766,401.

    13F-HR 0001941040-26-000606 filed by ROI Financial 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 15,243 shares
    Change vs previous 13F +331 shares

    0.46% of the 13F portfolio, value $765,174.

    13F-HR 0001941040-26-000371 filed by ROI Financial 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 14,912 shares
    Change vs previous 13F +1,859 shares

    0.35% of the 13F portfolio, value $607,382.

    13F-HR 0001941040-26-000135 filed by ROI Financial 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 13,053 shares
    Change vs previous 13F +2,976 shares

    0.34% of the 13F portfolio, value $573,681.

    13F-HR 0001941040-25-000608 filed by ROI Financial 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 10,077 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $436,044.

    13F-HR 0001941040-25-000430 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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