VZ β€” VERIZON COMMUNICATIONS I

Ownership history in Wealth Intelligence, LLC  Β·  1 quarter on record

AI Ownership Summary

Wealth Intelligence, LLC reported VERIZON COMMUNICATIONS I (VZ) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.97% in 2025 Q4. The latest visible filing shows VZ at 0.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth Intelligence, LLC's position in VERIZON COMMUNICATIONS I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VZ was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wealth Intelligence, LLC held VZ β€” position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 47,800 β€” β€” 0.97% $1.9M 2026-02-14 (Est.) $49.01

FAQ About Wealth Intelligence, LLC and VZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealth Intelligence, LLC reported owning VZ?

Wealth Intelligence, LLC reported VZ across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported VZ position in Wealth Intelligence, LLC's portfolio?

The largest reported portfolio weight for VZ was 0.97% in 2025 Q4.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2025 Q4, when Wealth Intelligence, LLC reported 47,800 shares, equal to 0.97% of portfolio, with an estimated market value of $1.9M.

What does the chart on this VZ ownership page compare?

The chart compares Wealth Intelligence, LLC's quarterly VZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Wealth Intelligence, LLC Holdings