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Disclosery

XML Financial, LLC: VZ position timeline

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

XML Financial, LLC held 113,361 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,361 shares
    Change vs previous 13F -6,021 shares

    0.35% of the 13F portfolio, value $4,799,707.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 119,382 shares
    Change vs previous 13F -6,293 shares

    0.48% of the 13F portfolio, value $5,992,963.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 125,675 shares
    Change vs previous 13F -36,974 shares

    0.42% of the 13F portfolio, value $5,118,743.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 162,649 shares
    Change vs previous 13F -6,756 shares

    0.58% of the 13F portfolio, value $7,148,427.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 169,405 shares
    Change vs previous 13F +6,411 shares

    0.64% of the 13F portfolio, value $7,330,165.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 162,994 shares
    Change vs previous 13F -2,148 shares

    0.69% of the 13F portfolio, value $7,393,411.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 165,142 shares
    Change vs previous 13F -1,073 shares

    0.61% of the 13F portfolio, value $6,604,037.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 166,215 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $7,464,733.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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