VZ VERIZON COMMUNICATIONS INC

Ownership history in Windsor Advisory Group, LLC  ·  12 quarters on record

AI Ownership Summary

Windsor Advisory Group, LLC reported VERIZON COMMUNICATIONS INC (VZ) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.98% in 2024 Q3. The latest visible filing shows VZ at 1.23% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Windsor Advisory Group, LLC's position in VERIZON COMMUNICATIONS INC, 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 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.98% in 2024 Q3

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

Time in book
Holding Window
2023 Q3 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 Windsor Advisory Group, LLC held VZ — position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 33,951 0% 1.23% $1.4M 2026-02-14 (Est.) $49.01
2025 Q3 ADDED 33,951 +26,713 +369.1% 1.32% $1.5M 2025-11-14 $40.36
2025 Q2 ADDED 7,238 +238 +3.4% 0.44% $313K 2025-08-14 $42.04
2025 Q1 REDUCED 7,000 -2,149 -23.5% 0.41% $318K 2025-05-15 $41.35
2024 Q4 REDUCED 9,149 -30,002 -76.6% 0.43% $366K 2025-02-14 $38.36
2024 Q3 ADDED 39,151 +27,151 +226.3% 1.98% $1.8M 2024-11-14 $37.59
2024 Q2 REDUCED 12,000 -524 -4.2% 0.99% $495K 2024-08-14 $37.03
2024 Q1 ADDED 12,524 +524 +4.4% 1.48% $526K 2024-05-09 $35.45
2023 Q4 REDUCED 12,000 -8,343 -41.0% 1.35% $452K 2024-01-22 $34.70
2023 Q3 ADDED 20,343 +1,843 +10.0% 1.57% $659K 2023-10-31 $30.29
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Windsor Advisory Group, 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 Windsor Advisory Group, LLC reported owning VZ?

Windsor Advisory Group, LLC reported VZ across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VZ position in Windsor Advisory Group, LLC's portfolio?

The largest reported portfolio weight for VZ was 1.98% in 2024 Q3.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2025 Q4, when Windsor Advisory Group, LLC reported 33,951 shares, equal to 1.23% of portfolio, with an estimated market value of $1.4M.

What does the chart on this VZ ownership page compare?

The chart compares Windsor Advisory Group, 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.

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