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TrueWealth Advisors, LLC: VZ position timeline

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

TrueWealth Advisors, LLC held 25,636 VZ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,636 shares
    Change vs previous 13F +94 shares

    0.26% of the 13F portfolio, value $1,175,908.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,542 shares
    Change vs previous 13F -1,263 shares

    0.24% of the 13F portfolio, value $1,081,462.

    13F-HR 0002085853-26-000650 filed by TrueWealth 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 ended2026-03-31
    13F 26,805 shares
    Change vs previous 13F -3,130 shares

    0.34% of the 13F portfolio, value $1,345,600.

    13F-HR 0002085853-26-000303 filed by TrueWealth 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 ended2025-12-31
    13F 29,935 shares
    Change vs previous 13F -1,773 shares

    0.32% of the 13F portfolio, value $1,219,255.

    13F-HR 0002085853-26-000015 filed by TrueWealth 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 ended2025-09-30
    13F 31,708 shares
    Change vs previous 13F -2,247 shares

    0.38% of the 13F portfolio, value $1,393,548.

    13F-HR 0002085853-25-000096 filed by TrueWealth 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 ended2025-06-30
    13F 33,955 shares
    Change vs previous 13F +918 shares

    0.43% of the 13F portfolio, value $1,469,223.

    13F-HR 0001817714-25-000004 filed by TrueWealth 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 ended2025-03-31
    13F 33,037 shares
    Change vs previous 13F -3,553 shares

    0.49% of the 13F portfolio, value $1,498,572.

    13F-HR 0001817714-25-000003 filed by TrueWealth 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 ended2024-12-31
    13F 36,590 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,463,226.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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