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WealthPlan Investment Management, LLC: VZ position timeline

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

WealthPlan Investment Management, LLC held 121,780 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,780 shares
    Change vs previous 13F -25,855 shares

    0.26% of the 13F portfolio, value $5,156,172.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 147,635 shares
    Change vs previous 13F -14,862 shares

    0.41% of the 13F portfolio, value $7,411,294.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 162,497 shares
    Change vs previous 13F -68,585 shares

    0.42% of the 13F portfolio, value $6,618,485.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 231,082 shares
    Change vs previous 13F -5,335 shares

    0.67% of the 13F portfolio, value $10,156,071.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 236,417 shares
    Change vs previous 13F +25,527 shares

    0.74% of the 13F portfolio, value $10,229,747.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, 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 210,890 shares
    Change vs previous 13F -3,185 shares

    0.94% of the 13F portfolio, value $9,565,972.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 214,075 shares
    Change vs previous 13F -2,198 shares

    0.85% of the 13F portfolio, value $8,560,873.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, 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 216,273 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $9,712,833.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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