Manager × security

Windle Wealth, LLC VZ holdings history

Who else holds this security? →

VERIZON COMMUNICATIONS INC · CUSIP 92343V104 · CIK 1963452

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Windle Wealth, LLC reported 201.68K VZ (shares), valued at $8.54M, or 3.43% of its reported non-derivative portfolio. Filed 2026-07-30.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
3.43%
Shares
201.68K
201,680
Reported value
$8.54M
USD

Shares increased 3.22%; reported value decreased 12.94%, and weight changed -0.71 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.

QuarterWeightQuantitySource
Q2 20263.43%201,680SEC filing ↗Filed Jul 30, 2026
Q1 20264.14%195,387SEC filing ↗Filed May 11, 2026
Q4 20253.58%196,458SEC filing ↗Filed Jan 23, 2026
Q3 20253.53%179,521SEC filing ↗Filed Nov 6, 2025
Q2 20253.76%177,587SEC filing ↗Filed Jul 23, 2025
Q1 20254.30%183,890SEC filing ↗Filed May 6, 2025
Q4 20243.76%170,002SEC filing ↗Filed Feb 7, 2025
Q3 20243.98%162,931SEC filing ↗Filed Nov 7, 2024
Q2 20243.92%155,753SEC filing ↗Filed Aug 13, 2024
Q1 20244.28%159,970SEC filing ↗Filed Apr 30, 2024
Q4 20234.34%164,242SEC filing ↗Filed Feb 8, 2024
Q3 20233.94%162,972SEC filing ↗Filed Nov 8, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20233.94%162,972$5.28MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 8, 2023
Q4 20234.34%164,242$6.19MShares increased 0.78%; reported value increased 17.23%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 8, 2024
Q1 20244.28%159,970$6.71MShares decreased 2.60%; reported value increased 8.40%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 30, 2024
Q2 20243.92%155,753$6.42MShares decreased 2.64%; reported value decreased 4.31%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2024
Q3 20243.98%162,931$7.32MShares increased 4.61%; reported value increased 13.92%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 7, 2024
Q4 20243.76%170,002$6.80MShares increased 4.34%; reported value decreased 7.09%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 7, 2025
Q1 20254.30%183,890$8.34MShares increased 8.17%; reported value increased 22.69%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 6, 2025
Q2 20253.76%177,587$7.68MShares decreased 3.43%; reported value decreased 7.88%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 23, 2025
Q3 20253.53%179,521$7.89MShares increased 1.09%; reported value increased 2.68%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 6, 2025
Q4 20253.58%196,458$8.00MShares increased 9.43%; reported value increased 1.42%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 23, 2026
Q1 20264.14%195,387$9.81MShares decreased 0.55%; reported value increased 22.58%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 11, 2026
Q2 20263.43%201,680$8.54MShares increased 3.22%; reported value decreased 12.94%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 30, 2026
Windle Wealth, LLC · VERIZON COMMUNICATIONS INC

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1963452","quarter":"2026Q2","cusip":"92343V104"}

get_institutional_manager_history
{"cik":"1963452","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

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.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.