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Royal Fund Management, LLC: VZ position timeline

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

Royal Fund Management, LLC held 125,555 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,555 shares
    Change vs previous 13F +4,164 shares

    0.44% of the 13F portfolio, value $5,316,033.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, 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 121,391 shares
    Change vs previous 13F -109,846 shares

    0.58% of the 13F portfolio, value $6,093,470.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, 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 231,237 shares
    Change vs previous 13F +153,108 shares

    0.86% of the 13F portfolio, value $9,418,506.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, 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 78,129 shares
    Change vs previous 13F -27,044 shares

    0.41% of the 13F portfolio, value $3,433,386.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, 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 105,173 shares
    Change vs previous 13F +4,596 shares

    0.49% of the 13F portfolio, value $4,550,665.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 100,577 shares
    Change vs previous 13F -95,255 shares

    0.55% of the 13F portfolio, value $4,583,266.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 195,832 shares
    Change vs previous 13F +4,926 shares

    0.85% of the 13F portfolio, value $7,866,066.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 190,906 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $8,612,772.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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