VERIZON COMMUNICATIONS INC · CUSIP 92343V104 · CIK 1844709
As of 2026-06-30, San Luis Wealth Advisors LLC reported 50.98K VZ (shares), valued at $2.16M, or 0.32% of its reported non-derivative portfolio. Filed 2026-07-16.
Verify history & sources →Shares decreased 75.53%; reported value decreased 79.36%, and weight changed -1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.32% | 50,983 | SEC filing ↗Filed Jul 16, 2026 |
| Q1 2026 | 1.73% | 208,328 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 1.15% | 168,413 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 0.19% | 24,423 | SEC filing ↗Filed Nov 18, 2025Amended |
| Q2 2025 | 0.16% | 17,733 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 0.20% | 19,568 | SEC filing ↗Filed Apr 18, 2025Amended |
| Q4 2024 | 0.25% | 33,369 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 1.07% | 115,529 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 1.17% | 118,479 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 3.23% | 146,438 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | 2.53% | 158,561 | SEC filing ↗Filed Jan 17, 2024 |
| Q3 2023 | 2.31% | 148,072 | SEC filing ↗Filed Oct 31, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.31% | 148,072 | $4.80M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 2.53% | 158,561 | $5.98M | Shares increased 7.08%; reported value increased 24.57%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 3.23% | 146,438 | $6.14M | Shares decreased 7.65%; reported value increased 2.79%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 1.17% | 118,479 | $4.89M | Shares decreased 19.09%; reported value decreased 20.49%, and weight changed -2.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 1.07% | 115,529 | $5.19M | Shares decreased 2.49%; reported value increased 6.18%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 0.25% | 33,369 | $1.33M | Shares decreased 71.12%; reported value decreased 74.29%, and weight changed -0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 0.20% | 19,568 | $888.00K | Shares decreased 41.36%; reported value decreased 33.43%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2025 |
| Q2 2025 | 0.16% | 17,733 | $767.00K | Shares decreased 9.38%; reported value decreased 13.63%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 0.19% | 24,423 | $1.07M | Shares increased 37.73%; reported value increased 39.95%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 18, 2025 |
| Q4 2025 | 1.15% | 168,413 | $6.86M | Shares increased 589.57%; reported value increased 539.04%, and weight changed +0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 1.73% | 208,328 | $10.46M | Shares increased 23.70%; reported value increased 52.46%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 0.32% | 50,983 | $2.16M | Shares decreased 75.53%; reported value decreased 79.36%, and weight changed -1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.