Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionLeo Wealth, LLC
Latest Disclosed Ownership92,748 shares
Latest Disclosed Value $ 4,655,926
Leo Wealth, LLC reports 5.23% increase in ownership of VZ / Verizon Communications Inc.

On May 5, 2026 - Leo Wealth, LLC filed a 13F-HR form disclosing ownership of 92,748 shares of Verizon Communications Inc. (MX:VZ) valued at $4,655,926 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 88,140 shares of Verizon Communications Inc.. This represents a change in shares of 5.23% 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)
2026-05-05 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 92,748 4,608 5.23 4,656 29.70 0.3381
2026-01-21 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 88,140 22,089 33.44 3,590 23.67 0.2604
2025-11-14 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 66,051 -24,153 -26.78 2,903 -25.65 0.3764
2025-07-24 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 90,204 22,258 32.76 3,903 26.64 0.3035
2025-05-02 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 67,946 -8,001 -10.53 3,082 0.65 0.4430
2025-01-28 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 75,947 -5,842 -7.14 3,062 -16.63 0.2744
2024-10-21 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 81,789 186 0.23 3,673 8.83 0.3357
2024-07-17 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 81,603 2,681 3.40 3,375 1.72 0.3444
2024-05-09 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 78,922 -8,485 -9.71 3,318 -0.84 0.3396
2024-03-14 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 87,407 87,407 3,346 0.3467
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.