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Disclosery

WEALTH EFFECTS LLC: VZ position timeline

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

WEALTH EFFECTS LLC held 31,935 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 31,935 shares
    Change vs previous 13F +451 shares

    0.36% of the 13F portfolio, value $1,352,132.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 31,484 shares
    Change vs previous 13F -4,033 shares

    0.56% of the 13F portfolio, value $1,580,476.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 35,517 shares
    Change vs previous 13F +50 shares

    0.45% of the 13F portfolio, value $1,446,607.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 35,467 shares
    Change vs previous 13F -75 shares

    0.5% of the 13F portfolio, value $1,558,775.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 35,542 shares
    Change vs previous 13F +4,680 shares

    0.58% of the 13F portfolio, value $1,537,902.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 30,862 shares
    Change vs previous 13F -5,383 shares

    0.59% of the 13F portfolio, value $1,399,900.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 36,245 shares
    Change vs previous 13F -4,910 shares

    0.51% of the 13F portfolio, value $1,449,438.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 41,155 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,848,271.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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