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Disclosery

Waldron Private Wealth LLC: VZ position timeline

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

Waldron Private Wealth LLC held 21,306 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,306 shares
    Change vs previous 13F +2,781 shares

    0.03% of the 13F portfolio, value $902,096.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 18,525 shares
    Change vs previous 13F +1,170 shares

    0.04% of the 13F portfolio, value $929,956.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 17,355 shares
    Change vs previous 13F +1,815 shares

    0.03% of the 13F portfolio, value $706,869.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 15,540 shares
    Change vs previous 13F +704 shares

    0.03% of the 13F portfolio, value $682,982.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 14,836 shares
    Change vs previous 13F -250 shares

    0.03% of the 13F portfolio, value $641,954.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 15,086 shares
    Change vs previous 13F -9,929 shares

    0.03% of the 13F portfolio, value $684,300.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 25,015 shares
    Change vs previous 13F +2,184 shares

    0.04% of the 13F portfolio, value $1,000,367.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,831 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,025,355.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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