Windle Wealth, LLC: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Windle Wealth, LLC on VZ, newest first. How the timeline and the estimate are built.
Windle Wealth, LLC held 201,680 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 201,680 sharesChange vs previous 13F +6,293 shares
3.43% of the 13F portfolio, value $8,539,120.
13F-HR 0001963452-26-000004 filed by Windle Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 195,387 sharesChange vs previous 13F -1,071 shares
4.14% of the 13F portfolio, value $9,808,423.
13F-HR 0001963452-26-000003 filed by Windle Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 196,458 sharesChange vs previous 13F +16,937 shares
3.58% of the 13F portfolio, value $8,001,727.
13F-HR 0001963452-26-000001 filed by Windle Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 179,521 sharesChange vs previous 13F +1,934 shares
3.53% of the 13F portfolio, value $7,889,967.
13F-HR 0001963452-25-000003 filed by Windle Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 177,587 sharesChange vs previous 13F -6,303 shares
3.76% of the 13F portfolio, value $7,684,204.
13F-HR 0001085146-25-004094 filed by Windle Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 183,890 sharesChange vs previous 13F +13,888 shares
4.3% of the 13F portfolio, value $8,341,248.
13F-HR 0001085146-25-002609 filed by Windle Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 170,002 sharesChange vs previous 13F +7,071 shares
3.76% of the 13F portfolio, value $6,798,392.
13F-HR 0001085146-25-000907 filed by Windle Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 162,931 sharesChange vs previous 13F not available
3.98% of the 13F portfolio, value $7,317,233.
13F-HR 0001085146-24-005433 filed by Windle Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).