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Disclosery

Wambolt & Associates, LLC: VZ position timeline

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

Wambolt & Associates, LLC held 51,254 VZ shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 51,254 shares
    Change vs previous 13F -1,990 shares

    0.75% of the 13F portfolio, value $2,238,802.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 53,244 shares
    Change vs previous 13F +1,458 shares

    0.82% of the 13F portfolio, value $2,416,226.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 51,786 shares
    Change vs previous 13F -7,588 shares

    0.66% of the 13F portfolio, value $2,070,940.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 59,374 shares
    Change vs previous 13F +3,454 shares

    0.73% of the 13F portfolio, value $2,684,321.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 55,920 shares
    Change vs previous 13F +3,062 shares

    0.68% of the 13F portfolio, value $2,334,087.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 52,858 shares
    Change vs previous 13F +11,885 shares

    0.67% of the 13F portfolio, value $2,234,834.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 40,973 shares
    Change vs previous 13F +7,366 shares

    0.5% of the 13F portfolio, value $1,544,668.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 33,607 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,067,344.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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