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Summit Trail Advisors, LLC: VZ position timeline

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

Summit Trail Advisors, LLC held 160,576 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,576 shares
    Change vs previous 13F +15,061 shares

    0.09% of the 13F portfolio, value $6,798,804.

    13F-HR 0001951757-26-001207 filed by Summit Trail 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 145,515 shares
    Change vs previous 13F +28,556 shares

    0.1% of the 13F portfolio, value $7,304,868.

    13F-HR 0001951757-26-000837 filed by Summit Trail 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 116,959 shares
    Change vs previous 13F -30,790 shares

    0.08% of the 13F portfolio, value $4,763,721.

    13F-HR 0001951757-26-000464 filed by Summit Trail 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 147,749 shares
    Change vs previous 13F +14,308 shares

    0.09% of the 13F portfolio, value $6,493,578.

    13F-HR 0001951757-25-001440 filed by Summit Trail 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 133,441 shares
    Change vs previous 13F +14,616 shares

    0.1% of the 13F portfolio, value $5,773,984.

    13F-HR 0001951757-25-001093 filed by Summit Trail 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 118,825 shares
    Change vs previous 13F +13,123 shares

    0.18% of the 13F portfolio, value $5,389,897.

    13F-HR 0001951757-25-000462 filed by Summit Trail 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 105,702 shares
    Change vs previous 13F +16,349 shares

    0.16% of the 13F portfolio, value $4,227,010.

    13F-HR 0001951757-25-000148 filed by Summit Trail 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 89,353 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,012,848.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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