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SWEENEY & MICHEL, LLC: VZ position timeline

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

SWEENEY & MICHEL, LLC held 32,640 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 32,640 shares
    Change vs previous 13F -3,737 shares

    0.4% of the 13F portfolio, value $1,536,052.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 36,377 shares
    Change vs previous 13F -500 shares

    0.49% of the 13F portfolio, value $1,652,225.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 36,877 shares
    Change vs previous 13F -59,989 shares

    0.53% of the 13F portfolio, value $1,805,847.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 96,866 shares
    Change vs previous 13F -833 shares

    1.3% of the 13F portfolio, value $3,860,123.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 97,699 shares
    Change vs previous 13F -1,043 shares

    1.44% of the 13F portfolio, value $4,066,241.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 98,742 shares
    Change vs previous 13F +2,575 shares

    1.82% of the 13F portfolio, value $4,163,952.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 96,167 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,230,375.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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