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Steward Partners Investment Advisory, LLC: VZ position timeline

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

Steward Partners Investment Advisory, LLC held 1,034,058 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,034,058 shares
    Change vs previous 13F -435,859 shares

    0.22% of the 13F portfolio, value $43,782,000.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 1,469,917 shares
    Change vs previous 13F +33,925 shares

    0.38% of the 13F portfolio, value $73,789,833.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 1,435,992 shares
    Change vs previous 13F +96,175 shares

    0.32% of the 13F portfolio, value $58,487,969.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 1,339,817 shares
    Change vs previous 13F +491,950 shares

    0.34% of the 13F portfolio, value $58,884,965.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 847,867 shares
    Change vs previous 13F +7,369 shares

    0.29% of the 13F portfolio, value $36,687,181.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 840,498 shares
    Change vs previous 13F +67,190 shares

    0.34% of the 13F portfolio, value $38,125,018.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 773,308 shares
    Change vs previous 13F +40,154 shares

    0.27% of the 13F portfolio, value $30,924,579.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 733,154 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $32,925,927.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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