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Disclosery

SUMMITRY LLC: VZ position timeline

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

SUMMITRY LLC held 168,677 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,677 shares
    Change vs previous 13F +10,861 shares

    0.23% of the 13F portfolio, value $7,141,804.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 157,816 shares
    Change vs previous 13F -3,935 shares

    0.28% of the 13F portfolio, value $7,922,366.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 161,751 shares
    Change vs previous 13F +9,945 shares

    0.27% of the 13F portfolio, value $6,588,111.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 151,806 shares
    Change vs previous 13F +9,402 shares

    0.28% of the 13F portfolio, value $6,671,877.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 142,404 shares
    Change vs previous 13F +6,351 shares

    0.28% of the 13F portfolio, value $6,161,824.

    13F-HR 0001941040-25-000465 filed by SUMMITRY 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 136,053 shares
    Change vs previous 13F +13,494 shares

    0.31% of the 13F portfolio, value $6,171,365.

    13F-HR 0001085146-25-003029 filed by SUMMITRY 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 122,559 shares
    Change vs previous 13F +13,278 shares

    0.24% of the 13F portfolio, value $4,901,135.

    13F-HR 0001085146-25-001020 filed by SUMMITRY 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 109,281 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,907,810.

    13F-HR 0001085146-24-005408 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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