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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: VZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on VZ, newest first. How the timeline and the estimate are built.

WEATHERLY ASSET MANAGEMENT L. P. held 53,259 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 53,259 shares
    Change vs previous 13F -7,174 shares

    0.16% of the 13F portfolio, value $2,254,977.

    13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 60,433 shares
    Change vs previous 13F -3,926 shares

    0.25% of the 13F portfolio, value $3,033,727.

    13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 64,359 shares
    Change vs previous 13F -5,288 shares

    0.2% of the 13F portfolio, value $2,621,347.

    13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 69,647 shares
    Change vs previous 13F -4,574 shares

    0.25% of the 13F portfolio, value $3,060,974.

    13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 74,221 shares
    Change vs previous 13F -3,288 shares

    0.27% of the 13F portfolio, value $3,211,539.

    13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 77,509 shares
    Change vs previous 13F -719 shares

    0.32% of the 13F portfolio, value $3,515,812.

    13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 78,228 shares
    Change vs previous 13F -613 shares

    0.28% of the 13F portfolio, value $3,128,328.

    13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 78,841 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,540,745.

    13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

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