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Disclosery

Synergy Asset Management, LLC: VZ position timeline

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

Synergy Asset Management, LLC held 77,655 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,655 shares
    Change vs previous 13F -9,808 shares

    0.31% of the 13F portfolio, value $3,287,913.

    13F-HR 0001699080-26-000007 filed by Synergy Asset 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 87,463 shares
    Change vs previous 13F -880 shares

    0.47% of the 13F portfolio, value $4,390,643.

    13F-HR 0001699080-26-000005 filed by Synergy Asset 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 88,343 shares
    Change vs previous 13F -155,634 shares

    0.37% of the 13F portfolio, value $3,598,210.

    13F-HR 0001699080-26-000002 filed by Synergy Asset 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 243,977 shares
    Change vs previous 13F +181,927 shares

    0.39% of the 13F portfolio, value $10,638,403.

    13F-HR 0001699080-25-000007 filed by Synergy Asset 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 62,050 shares
    Change vs previous 13F -25,267 shares

    0.31% of the 13F portfolio, value $2,684,904.

    13F-HR 0001699080-25-000006 filed by Synergy Asset 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 87,317 shares
    Change vs previous 13F -18,223 shares

    0.5% of the 13F portfolio, value $3,960,699.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, 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 105,540 shares
    Change vs previous 13F +57,275 shares

    0.35% of the 13F portfolio, value $4,470,598.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, 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 48,265 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,167,571.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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