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Disclosery

WINNACLE WEALTH LLC: VZ position timeline

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

WINNACLE WEALTH LLC held 22,412 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,412 shares
    Change vs previous 13F -1,460 shares

    0.65% of the 13F portfolio, value $948,939.

    13F-HR 0001754960-26-000581 filed by WINNACLE 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 23,872 shares
    Change vs previous 13F -1,314 shares

    0.92% of the 13F portfolio, value $1,198,365.

    13F-HR 0001754960-26-000391 filed by WINNACLE 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 25,186 shares
    Change vs previous 13F -151 shares

    0.76% of the 13F portfolio, value $1,032,626.

    13F-HR 0002079687-26-000002 filed by WINNACLE 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 25,337 shares
    Change vs previous 13F +24,560 shares

    0.87% of the 13F portfolio, value $1,114,828.

    13F-HR 0002079687-25-000005 filed by WINNACLE 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 777 shares
    Change vs previous 13F -23,092 shares

    0.03% of the 13F portfolio, value $33,621.

    13F-HR 0002079687-25-000001 filed by WINNACLE 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 23,869 shares
    Change vs previous 13F +1,563 shares

    1% of the 13F portfolio, value $1,082,682.

    13F-HR 0002079687-25-000004 filed by WINNACLE 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 22,306 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $883,659.

    13F-HR 0002079687-25-000002 filed by WINNACLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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