Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionERn Financial, LLC
Latest Disclosed Ownership5,320 shares
Latest Disclosed Value $ 267,046
ERn Financial, LLC reports 0.30% increase in ownership of VZ / Verizon Communications Inc.

On April 24, 2026 - ERn Financial, LLC filed a 13F-HR form disclosing ownership of 5,320 shares of Verizon Communications Inc. (MX:VZ) valued at $267,046 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 5,304 shares of Verizon Communications Inc.. This represents a change in shares of 0.30% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-24 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,320 16 0.30 267 23.61 0.0502
2026-01-15 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,304 132 2.55 216 -4.85 0.0406
2025-10-30 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,172 24 0.47 227 2.25 0.0449
2025-07-17 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,148 -363 -6.59 223 -10.84 0.0470
2025-04-21 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,511 48 0.88 250 14.22 0.0395
2025-01-14 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,463 -1,402 -20.42 218 -29.22 0.0328
2024-10-15 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,865 172 2.57 308 11.59 0.0469
2024-07-18 2024-06-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 6,693 -1,094 -14.05 276 -15.34 0.0458
2024-07-17 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,693 -1,094 276 0.0458
2024-04-15 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,787 528 7.27 327 15.60 0.0567
2024-01-19 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,259 -124 -1.68 283 17.99 0.0535
2023-11-06 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,383 -21 -0.28 239 -13.09 0.0519
2023-08-10 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,404 -412 -5.27 275 -9.24 0.0576
2023-05-10 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,816 2,592 49.62 304 47.80 0.0668
2023-02-14 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,224 -633 -10.81 206 -7.66 0.0469
2022-11-14 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,857 130 2.27 222 -23.71 0.0568
2022-08-02 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 5,727 594 11.57 291 11.49 0.0710
2022-05-13 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,133 731 16.61 261 13.97 0.0578
2022-02-11 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 4,402 59 1.36 229 -2.55 0.0511
2021-11-16 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 4,343 591 15.75 235 11.90 0.0602
2021-08-06 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 3,752 -132 -3.40 210 -7.08 0.0744
2021-04-12 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 3,884 414 11.93 226 10.78 0.0874
2021-02-24 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 3,470 3,470 204 0.0840
2019-08-12 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 0 -3,611 -100.00 0 -100.00
2019-04-18 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 3,611 3,611 209 0.1260
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.