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WBI INVESTMENTS, LLC: VZ position timeline

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

WBI INVESTMENTS, LLC held 75,701 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,701 shares
    Change vs previous 13F +2,420 shares

    0.79% of the 13F portfolio, value $3,205,180.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 73,281 shares
    Change vs previous 13F -7,161 shares

    1.02% of the 13F portfolio, value $3,678,706.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 73,281 shares
    • MILLINGTON SECURITIES, LLC: 73,281 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 80,442 shares
    Change vs previous 13F -2,417 shares

    0.85% of the 13F portfolio, value $3,276,423.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 82,859 shares
    Change vs previous 13F +5,365 shares

    0.93% of the 13F portfolio, value $3,641,653.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 77,494 shares
    Change vs previous 13F -2,296 shares

    0.87% of the 13F portfolio, value $3,353,165.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, 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 79,790 shares
    Change vs previous 13F +2,611 shares

    0.95% of the 13F portfolio, value $3,619,275.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, 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 77,179 shares
    Change vs previous 13F +5,603 shares

    0.77% of the 13F portfolio, value $3,086,388.

    13F-HR 0001397424-25-000001 filed by WBI INVESTMENTS, 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 71,576 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,214,478.

    13F-HR 0001397424-24-000010 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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