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Morningstar Investment Management LLC: VZ position timeline

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

Morningstar Investment Management LLC held 80,968 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,968 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $4,064,594.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 80,968 shares
    Change vs previous 13F -54,024 shares

    0.25% of the 13F portfolio, value $4,064,594.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management 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 134,992 shares
    Change vs previous 13F +17,188 shares

    0.32% of the 13F portfolio, value $5,498,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management 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 117,804 shares
    Change vs previous 13F -89,774 shares

    0.19% of the 13F portfolio, value $5,177,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management 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 207,578 shares
    Change vs previous 13F +19,818 shares

    0.79% of the 13F portfolio, value $8,982,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management 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 187,760 shares
    Change vs previous 13F -51,754 shares

    0.49% of the 13F portfolio, value $8,516,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 33,319 shares
    • Morningstar Investment Management LLC: 154,441 shares

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

  7. period ended2024-12-31
    13F 239,514 shares
    Change vs previous 13F -609,573 shares

    0.4% of the 13F portfolio, value $9,578,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 67,904 shares
    • Morningstar Investment Management LLC: 171,610 shares

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

  8. period ended2024-09-30
    13F 849,087 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $37,767,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 644,068 shares
    • Morningstar Investment Management LLC: 205,019 shares

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