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Soltis Investment Advisors LLC: VZ position timeline

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

Soltis Investment Advisors LLC held 205,551 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,551 shares
    Change vs previous 13F +13,393 shares

    0.5% of the 13F portfolio, value $8,703,022.

    13F-HR 0001802530-26-000004 filed by Soltis Investment 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 192,158 shares
    Change vs previous 13F -17,598 shares

    0.63% of the 13F portfolio, value $9,646,313.

    13F-HR 0001802530-26-000003 filed by Soltis Investment 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/A 209,756 shares
    Change vs previous 13F +4,068 shares

    0.56% of the 13F portfolio, value $8,543,365.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment 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 205,688 shares
    Change vs previous 13F +8,150 shares

    0.63% of the 13F portfolio, value $9,039,980.

    13F-HR 0001802530-25-000007 filed by Soltis Investment 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 197,538 shares
    Change vs previous 13F -43,841 shares

    0.67% of the 13F portfolio, value $8,547,457.

    13F-HR 0001802530-25-000004 filed by Soltis Investment 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 241,379 shares
    Change vs previous 13F +86,373 shares

    0.98% of the 13F portfolio, value $10,948,940.

    13F-HR 0001802530-25-000003 filed by Soltis Investment 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 155,006 shares
    Change vs previous 13F -20,454 shares

    0.57% of the 13F portfolio, value $6,198,674.

    13F-HR 0001802530-25-000002 filed by Soltis Investment 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/A 175,460 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $7,879,893.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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