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Ascentis Wealth Management, LLC: VZ position timeline

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

Ascentis Wealth Management, LLC held 3,278 VZ shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,278 shares
    Change vs previous 13F -88,477 shares

    0.02% of the 13F portfolio, value $138,808.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,895 shares
    • Ascentis Wealth Management, LLC: 383 shares

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

  2. period ended2026-03-31
    13F 91,755 shares
    Change vs previous 13F +45,634 shares

    0.25% of the 13F portfolio, value $4,606,225.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 91,372 shares
    • Ascentis Wealth Management, LLC: 383 shares

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

  3. period ended2025-12-31
    13F 46,121 shares
    Change vs previous 13F -20,725 shares

    0.18% of the 13F portfolio, value $1,878,517.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 45,410 shares
    • Ascentis Wealth Management, LLC: 711 shares

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

  4. period ended2025-09-30
    13F 66,846 shares
    Change vs previous 13F +3,472 shares

    0.28% of the 13F portfolio, value $2,939,215.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 41,363 shares
    • Ascentis Wealth Management, LLC: 25,483 shares

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

  5. period ended2025-06-30
    13F 63,374 shares
    Change vs previous 13F +2,771 shares

    0.29% of the 13F portfolio, value $2,753,344.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 39,393 shares
    • Ascentis Wealth Management, LLC: 23,981 shares

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

  6. period ended2025-03-31
    13F 60,603 shares
    Change vs previous 13F +22,659 shares

    0.33% of the 13F portfolio, value $2,750,823.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 37,628 shares
    • Ascentis Wealth Management, LLC: 22,975 shares

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

  7. period ended2024-12-31
    13F 37,944 shares
    Change vs previous 13F -8,719 shares

    0.29% of the 13F portfolio, value $1,517,361.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    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/A 46,663 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,095,650.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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