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Total Wealth Planning & Management, Inc.: VZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Total Wealth Planning & Management, Inc. on VZ, newest first. How the timeline and the estimate are built.

Total Wealth Planning & Management, Inc. held 30,325 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,325 shares
    Change vs previous 13F -1,261 shares

    0.93% of the 13F portfolio, value $1,283,951.

    13F-HR 0002085853-26-000890 filed by Total Wealth Planning & Management, Inc.
    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 31,586 shares
    Change vs previous 13F +3,417 shares

    1.26% of the 13F portfolio, value $1,585,612.

    13F-HR 0002085853-26-000563 filed by Total Wealth Planning & Management, Inc.
    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 28,169 shares
    Change vs previous 13F +1,956 shares

    0.91% of the 13F portfolio, value $1,147,320.

    13F-HR 0002085853-26-000238 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 26,213 shares
    Change vs previous 13F -166 shares

    0.98% of the 13F portfolio, value $1,134,230.

    13F-HR 0001667731-25-000934 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 26,379 shares
    Change vs previous 13F +3,487 shares

    1.23% of the 13F portfolio, value $1,196,552.

    13F-HR 0001667731-25-000516 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 22,892 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $915,450.

    13F-HR 0001667731-25-000316 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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