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Disclosery

Uniting Wealth Partners, LLC: VZ position timeline

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

Uniting Wealth Partners, LLC held 8,551 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,551 shares
    Change vs previous 13F -287 shares

    0.07% of the 13F portfolio, value $362,042.

    13F-HR 0001951757-26-001135 filed by Uniting Wealth Partners, 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 8,838 shares
    Change vs previous 13F -962 shares

    0.09% of the 13F portfolio, value $443,659.

    13F-HR 0001951757-26-000696 filed by Uniting Wealth Partners, 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 9,800 shares
    Change vs previous 13F -722 shares

    0.12% of the 13F portfolio, value $399,147.

    13F-HR 0001951757-26-000429 filed by Uniting Wealth Partners, 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 10,522 shares
    Change vs previous 13F +3,875 shares

    0.11% of the 13F portfolio, value $462,449.

    13F-HR 0001951757-25-001316 filed by Uniting Wealth Partners, 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 6,647 shares
    Change vs previous 13F +300 shares

    0.11% of the 13F portfolio, value $287,616.

    13F-HR 0001951757-25-001027 filed by Uniting Wealth Partners, 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 6,347 shares
    Change vs previous 13F -33 shares

    0.14% of the 13F portfolio, value $287,900.

    13F-HR 0001951757-25-000447 filed by Uniting Wealth Partners, 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 6,380 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $255,136.

    13F-HR 0001951757-25-000248 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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