Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionBSW Wealth Partners
Latest Disclosed Ownership18,302 shares
Latest Disclosed Value $ 918,763
BSW Wealth Partners reports 3.88% decrease in ownership of VZ / Verizon Communications Inc.

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 18,302 shares of Verizon Communications Inc. (MX:VZ) valued at $918,763 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 19,040 shares of Verizon Communications Inc.. This represents a change in shares of -3.88% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,302 -738 -3.88 919 18.45 0.1121
2026-01-23 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 19,040 -1,325 -6.51 775 -13.41 0.0931
2025-10-15 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 20,365 772 3.94 895 5.67 0.1115
2025-07-18 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 19,593 637 3.36 848 -1.40 0.1162
2025-04-24 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,956 -968 -4.86 860 7.91 0.1306
2025-01-22 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 19,924 2,868 16.82 797 4.05 0.1169
2024-10-29 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,056 93 0.55 766 9.44 0.1150
2024-07-16 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 16,963 619 3.79 700 2.04 0.1148
2024-04-23 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 16,344 -86 -0.52 686 10.66 0.1162
2024-01-25 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 16,430 879 5.65 619 22.82 0.1228
2023-10-27 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 15,551 -146 -0.93 504 -13.55 0.1121
2023-08-11 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 15,697 -2,842 -15.33 584 -19.03 0.1218
2023-05-15 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,539 5,106 38.01 721 0.1477
2023-02-14 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,433 -4,951 -26.93 1 -100.00 0.1136
2022-11-14 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 18,384 747 4.24 698 -22.01 0.1714
2022-08-15 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,637 1,492 9.24 895 8.88 0.2145
2022-05-16 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 16,145 3,823 31.03 822 28.44 0.2078
2022-02-14 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 12,322 2,865 30.30 640 25.24 0.1607
2021-11-15 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 9,457 -3,665 -27.93 511 -30.48 0.1428
2021-08-16 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 13,122 1,438 12.31 735 8.25 0.2021
2021-05-17 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 11,684 2,185 23.00 679 21.68 0.1962
2021-02-16 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 9,499 3,702 63.86 558 61.74 0.1715
2020-11-13 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,797 181 3.22 345 11.29 0.1295
2020-08-13 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,616 280 5.25 310 8.01 0.1039
2020-05-14 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,336 307 6.10 287 -7.12 0.1192
2020-02-18 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,029 832 19.82 309 22.13 0.1053
2019-11-12 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,197 4,197 253 0.0973
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.