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Disclosery

Spectrum Asset Management, Inc. (NB/CA): VZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Asset Management, Inc. (NB/CA) on VZ, newest first. How the timeline and the estimate are built.

Spectrum Asset Management, Inc. (NB/CA) held 0 VZ shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -75,098 shares

    13F-HR 0001632078-26-000003 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 75,098 shares
    Change vs previous 13F -73 shares

    1.16% of the 13F portfolio, value $3,300,546.

    13F-HR 0001632078-25-000015 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 75,171 shares
    Change vs previous 13F +199 shares

    1.41% of the 13F portfolio, value $3,252,666.

    13F-HR 0001632078-25-000008 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 74,972 shares
    Change vs previous 13F +482 shares

    1.51% of the 13F portfolio, value $3,400,736.

    13F-HR 0001632078-25-000004 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 74,490 shares
    Change vs previous 13F +317 shares

    1.34% of the 13F portfolio, value $2,978,849.

    13F-HR 0001632078-25-000002 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 74,173 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,331,120.

    13F-HR 0001632078-24-000010 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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