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TRUE Private Wealth Advisors: VZ position timeline

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

TRUE Private Wealth Advisors held 59,825 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,825 shares
    Change vs previous 13F +550 shares

    0.22% of the 13F portfolio, value $2,533,009.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 59,275 shares
    Change vs previous 13F +303 shares

    0.28% of the 13F portfolio, value $2,975,655.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 58,972 shares
    Change vs previous 13F +560 shares

    0.24% of the 13F portfolio, value $2,401,941.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 58,412 shares
    Change vs previous 13F +540 shares

    0.26% of the 13F portfolio, value $2,567,239.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 57,872 shares
    Change vs previous 13F +3,235 shares

    0.28% of the 13F portfolio, value $2,504,140.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 54,637 shares
    Change vs previous 13F +1,185 shares

    0.3% of the 13F portfolio, value $2,478,322.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 53,452 shares
    Change vs previous 13F -1,030 shares

    0.26% of the 13F portfolio, value $2,137,583.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 54,482 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,446,818.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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