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Kestra Advisory Services, LLC: VZ position timeline

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

Kestra Advisory Services, LLC held 1,470,976 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,470,976 shares
    Change vs previous 13F -83,860 shares

    0.14% of the 13F portfolio, value $62,281,135.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 336,309 shares
    • Kestra Advisory Services, LLC: 1,082,665 shares
    • Kestra Investment Management, LLC: 52,002 shares

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

  2. period ended2026-03-31
    13F 1,554,836 shares
    Change vs previous 13F +55,576 shares

    0.19% of the 13F portfolio, value $78,052,737.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 343,088 shares
    • Kestra Advisory Services, LLC: 1,150,804 shares
    • Kestra Investment Management, LLC: 60,944 shares

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

  3. period ended2025-12-31
    13F 1,499,260 shares
    Change vs previous 13F +30,522 shares

    0.17% of the 13F portfolio, value $61,064,856.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 343,412 shares
    • Kestra Advisory Services, LLC: 1,086,636 shares
    • Kestra Investment Management, LLC: 69,212 shares

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

  4. period ended2025-09-30
    13F 1,468,738 shares
    Change vs previous 13F +157,055 shares

    0.19% of the 13F portfolio, value $64,551,055.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 323,166 shares
    • Kestra Advisory Services, LLC: 1,068,488 shares
    • Kestra Investment Management, LLC: 77,084 shares

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

  5. period ended2025-06-30
    13F/A 1,311,683 shares
    Change vs previous 13F -48,421 shares

    0.18% of the 13F portfolio, value $56,756,519.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 330,613 shares
    • Kestra Advisory Services, LLC: 893,282 shares
    • Kestra Investment Management, LLC: 87,788 shares

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

  6. period ended2025-03-31
    13F/A 1,360,104 shares
    Change vs previous 13F +59,068 shares

    0.21% of the 13F portfolio, value $61,694,319.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 343,335 shares
    • Kestra Advisory Services, LLC: 840,238 shares
    • Kestra Investment Management, LLC: 176,531 shares

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

  7. period ended2024-12-31
    13F 1,301,036 shares
    Change vs previous 13F -130,898 shares

    0.19% of the 13F portfolio, value $52,028,434.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 336,043 shares
    • Kestra Advisory Services, LLC: 885,393 shares
    • Kestra Investment Management, LLC: 79,600 shares

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

  8. period ended2024-09-30
    13F 1,431,934 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $64,308,140.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 308,905 shares
    • Kestra Advisory Services, LLC: 1,047,847 shares
    • Kestra Investment Management, LLC: 75,182 shares

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