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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

  1. period ended2026-06-30
    13F 201,680 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 195,387 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 196,458 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 179,521 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 177,587 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 183,890 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 170,002 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 162,931 shares
    Change 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), ingested

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