Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership272,410 shares
Latest Disclosed Value $ 13,674,971
Integrated Wealth Concepts LLC reports 111.31% increase in ownership of VZ / Verizon Communications Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 272,410 shares of Verizon Communications Inc. (MX:VZ) valued at $13,674,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 128,913 shares of Verizon Communications Inc.. This represents a change in shares of 111.31% 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)
2026-05-15 2026-03-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 272,410 143,497 111.31 13,675 160.46 0.1091
2026-02-13 2025-12-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 128,913 -90,211 -41.17 5,251 -45.48 0.0624
2025-11-14 2025-09-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 219,124 16,457 8.12 9,631 9.82 0.0861
2025-08-14 2025-06-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 202,667 -140 -0.07 8,769 -4.67 0.0880
2025-05-15 2025-03-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 202,807 2,224 1.11 9,199 14.69 0.1073
2025-02-14 2024-12-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 200,583 2,087 1.05 8,021 -10.02 0.0932
2024-11-14 2024-09-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 198,496 -1,853 -0.92 8,914 7.89 0.1086
2024-08-14 2024-06-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 200,349 1,814 0.91 8,262 -0.82 0.1129
2024-05-15 2024-03-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 198,535 -2,644 -1.31 8,331 9.84 0.1207
2024-02-13 2023-12-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 201,179 -31,422 -13.51 7,584 0.61 0.1243
2023-11-15 2023-09-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 232,601 20,720 9.78 7,539 -4.33 0.1330
2023-08-15 2023-06-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 211,881 -40 -0.02 7,880 98,387.50 0.1350
2023-05-03 2023-03-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 211,921 76,053 55.98 8 60.00 0.1699
2023-02-13 2022-12-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 135,868 4,805 3.67 5 -99.90 0.1455
2022-11-14 2022-09-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 131,063 -1,388 -1.05 4,976 -25.97 0.1590
2022-08-08 2022-06-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 132,451 -254 -0.19 6,722 -0.56 0.2093
2022-05-12 2022-03-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 132,705 2,288 1.75 6,760 -0.24 0.2066
2022-02-15 2021-12-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 130,417 -29,535 -18.46 6,776 -21.56 0.2015
2021-11-15 2021-09-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 159,952 29,434 22.55 8,639 18.13 0.2811
2021-08-13 2021-06-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 130,518 7,646 6.22 7,313 2.35 0.2591
2021-05-13 2021-03-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 122,872 18,311 17.51 7,145 16.31 0.2933
2021-02-12 2020-12-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 104,561 2,313 2.26 6,143 0.99 0.2906
2020-11-13 2020-09-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 102,248 8,117 8.62 6,083 17.23 0.3750
2020-07-30 2020-06-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 94,131 7,487 8.64 5,189 11.47 0.3733
2020-05-18 2020-03-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 86,644 6,978 8.76 4,655 -4.84 0.4300
2020-02-20 2019-12-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 79,666 23,365 41.50 4,892 43.97 0.4128
2019-11-15 2019-09-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 56,301 6,381 12.78 3,398 22.49 0.3821
2019-08-15 2019-06-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 49,920 4,245 9.29 2,774 2.70 0.3634
2019-05-15 2019-03-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 45,675 7,547 19.79 2,701 25.98 0.4573
2019-02-14 2018-12-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 38,128 10,259 36.81 2,144 42.93 0.5825
2018-11-13 2018-09-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 27,869 -411 -1.45 1,500 5.19 0.4532
2018-07-26 2018-06-30 13F VERIZON COMMUNICATIONS Common Stock 92343V104 28,280 650 2.35 1,426 9.44 0.4867
2018-05-15 2018-03-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 27,630 3,154 12.89 1,303 1.64 0.5224
2018-05-15 2017-12-31 13F VERIZON COMMUNICATIONS Common Stock 92343V104 24,476 24,476 1,282 0.5485
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.