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Disclosery

Advisor OS, LLC: VZ position timeline

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

Advisor OS, LLC held 22,910 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,910 shares
    Change vs previous 13F -1,678 shares

    0.06% of the 13F portfolio, value $970,040.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 24,588 shares
    Change vs previous 13F +7,707 shares

    0.09% of the 13F portfolio, value $1,234,339.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 16,881 shares
    Change vs previous 13F -417 shares

    0.06% of the 13F portfolio, value $687,551.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 17,298 shares
    Change vs previous 13F +1,228 shares

    0.07% of the 13F portfolio, value $760,233.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 16,070 shares
    Change vs previous 13F +1,728 shares

    0.07% of the 13F portfolio, value $695,366.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 14,342 shares
    Change vs previous 13F -368 shares

    0.07% of the 13F portfolio, value $650,558.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 14,710 shares
    Change vs previous 13F +401 shares

    0.07% of the 13F portfolio, value $588,229.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 14,309 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $642,595.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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