Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership47,580 shares
Latest Disclosed Value $ 2,388,510
WealthPLAN Partners, LLC reports 31.60% decrease in ownership of VZ / Verizon Communications Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 47,580 shares of Verizon Communications Inc. (MX:VZ) valued at $2,388,510 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 69,558 shares of Verizon Communications Inc.. This represents a change in shares of -31.60% 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)
2026-04-29 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 47,580 -21,978 -31.60 2,389 -15.71 0.3894
2026-02-12 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 69,558 -4,367 -5.91 2,833 -12.78 0.4233
2025-10-27 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 73,925 992 1.36 3,249 2.95 0.4870
2025-07-28 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 72,933 -26,740 -26.83 3,156 -30.21 0.5079
2025-05-12 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 99,673 1,431 1.46 4,521 15.10 0.6373
2025-01-30 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 98,242 -4,615 -4.49 3,929 -14.96 0.5573
2024-11-05 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 102,857 -1,272 -1.22 4,619 7.57 0.6202
2024-08-09 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 104,129 -8,619 -7.64 4,294 -9.22 0.4611
2024-05-07 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 112,748 -48,392 -30.03 4,731 -22.13 0.4898
2024-01-05 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 161,140 -41,627 -20.53 6,075 -7.56 0.6245
2023-11-02 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 202,767 100,721 98.70 6,572 73.15 0.7637
2023-07-31 2023-06-30 13F Verizon Communications Stock/ETF 92343V104 102,046 -77,107 -43.04 3,795 -45.53 0.5368
2023-05-10 2023-03-31 13F Verizon Communications Stock/ETF 92343V104 179,153 -165,679 -48.05 6,967 -49.90 0.7926
2023-02-16 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 344,832 137,968 66.70 13,907 45.20 0.9717
2022-05-03 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 206,864 172,714 505.75 9,578 427.13 0.6644
2022-02-01 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 34,150 3,594 11.76 1,817 17.07 0.1197
2021-12-09 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 30,556 -1,140 -3.60 1,552 -11.87 0.1032
2021-08-19 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 31,696 -13 -0.04 1,761 -5.22 0.1239
2021-05-11 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 31,709 -4,919 -13.43 1,858 -8.02 0.1442
2021-02-09 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 36,628 1,234 3.49 2,020 -6.09 0.1717
2020-12-18 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 35,394 -978 -2.69 2,151 1.03 0.2097
2020-08-19 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 36,372 1,260 3.59 2,129 10.43 0.2205
2020-05-15 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 35,112 2,426 7.42 1,928 1.31 0.2502
2020-02-14 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 32,686 1,144 3.63 1,903 1.55 0.2247
2019-11-15 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 31,542 3,051 10.71 1,874 16.69 0.2562
2019-08-19 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 28,491 -11,064 -27.97 1,606 -28.53 0.2418
2019-05-16 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 39,555 573 1.47 2,247 4.46 0.3508
2019-02-20 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 38,982 3,235 9.05 2,151 1.22 0.3460
2018-11-21 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 35,747 3,404 10.52 2,125 30.61 0.3879
2018-08-16 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 32,343 10,280 46.59 1,627 54.22 0.3335
2018-05-15 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 22,063 1,161 5.55 1,055 -4.61 0.2315
2018-02-16 2017-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 20,902 3,085 17.31 1,106 25.54 0.2961
2017-11-14 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 17,817 3,981 28.77 881 42.56 0.2472
2017-08-11 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 13,836 10,073 267.69 618 235.87 0.1775
2017-04-19 2017-03-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 3,763 -35,640 -90.45 184 -90.89 0.6408
2016-12-09 2016-09-30 13F VERIZON COMMUNICATIONS Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 92343V104 39,403 38,998 9,629.14 2,020 25,137.50 0.6576
2016-08-08 2016-06-30 13F RS Investment Tr Mid Cap Opportunities Mutual Fund 74972H663 405 -102,494 -99.61 9 -99.48 0.0011
2016-08-08 2016-06-30 13F RS Invt Tr Emerging Growth Cl Y Mutual Fund 74972H689 7 -398 0 0.0001
2016-08-08 2016-06-30 13F Verizon Communications Common Stock 92343V104 79,570 79,165 2,216 0.2844
2016-03-24 2015-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 102,899 57,718 127.75 1,553 -26.26 0.2525
2016-03-24 2015-12-31 13F RS Investment Tr Mid Cap Opportunities Mutual Fund 74972H663 405 -44,776 8 0.0014
2015-08-10 2015-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 45,181 4,950 12.30 2,106 7.56 0.9213
2015-05-04 2015-03-31 13F Verizon Communications Common Stock 92343V104 40,231 40,231 1,958 0.9116
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.