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Disclosery

Winch Advisory Services, LLC: VZ position timeline

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

Winch Advisory Services, LLC held 44,217 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 44,217 shares
    Change vs previous 13F +1,606 shares

    0.39% of the 13F portfolio, value $1,872,135.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, 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 42,611 shares
    Change vs previous 13F +524 shares

    0.49% of the 13F portfolio, value $2,139,075.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, 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 42,087 shares
    Change vs previous 13F +1,134 shares

    0.38% of the 13F portfolio, value $1,714,223.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, 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 40,953 shares
    Change vs previous 13F +2,836 shares

    0.4% of the 13F portfolio, value $1,799,900.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, 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 38,117 shares
    Change vs previous 13F +579 shares

    0.4% of the 13F portfolio, value $1,649,304.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, 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 37,538 shares
    Change vs previous 13F +2,042 shares

    0.45% of the 13F portfolio, value $1,702,706.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, 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 35,496 shares
    Change vs previous 13F +1,405 shares

    0.37% of the 13F portfolio, value $1,419,485.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, 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 34,091 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,531,025.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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