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U S WEALTH GROUP, LLC.: VZ position timeline

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

U S WEALTH GROUP, LLC. held 64,862 VZ shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,862 shares
    Change vs previous 13F +5,788 shares

    1.64% of the 13F portfolio, value $2,746,256.

    13F-HR 0001554427-26-000007 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 59,074 shares
    Change vs previous 13F +1,690 shares

    2% of the 13F portfolio, value $2,965,516.

    13F-HR 0001554427-26-000006 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  3. period ended2025-12-31
    13F 57,384 shares
    Change vs previous 13F -311 shares

    1.54% of the 13F portfolio, value $2,337,250.

    13F-HR 0001554427-26-000001 filed by U S WEALTH GROUP, 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 57,695 shares
    Change vs previous 13F +2,965 shares

    1.66% of the 13F portfolio, value $2,535,695.

    13F-HR 0001554427-25-000006 filed by U S WEALTH GROUP, 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 54,730 shares
    Change vs previous 13F +903 shares

    1.85% of the 13F portfolio, value $2,368,167.

    13F-HR 0001554427-25-000003 filed by U S WEALTH GROUP, 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 53,827 shares
    Change vs previous 13F -572 shares

    1.93% of the 13F portfolio, value $2,441,592.

    13F-HR 0001554427-25-000002 filed by U S WEALTH GROUP, 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 54,399 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,175,416.

    13F-HR 0001554427-25-000001 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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