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Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

VZ holding history

Verizon Communications Inc in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VZ overviewAll 13F holders of VZFull Q2 2026 holdings

Shares (Q2 2026)
7,881
Value
$333.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of VZ by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,881$333.7K0.1%+317+4.2%AddedHolders
Q1 20267,564$379.7K0.2%+410+5.7%AddedHolders
Q4 20257,154$291.4K0.1%−190−2.6%ReducedHolders
Q3 20257,344$322.8K0.1%−21−0.3%ReducedHolders
Q2 20257,365$318.7K0.1%+111+1.5%AddedHolders
Q1 20257,254$329.0K0.1%−289−3.8%ReducedHolders
Q4 20247,543$301.7K0.1%+6+0.1%AddedHolders
Q3 20247,537$338.5K0.2%+407+5.7%AddedHolders
Q2 20247,130$294.0K0.1%+308+4.5%AddedHolders
Q1 20246,822$286.3K0.1%−1,000−12.8%ReducedHolders
Q4 20237,822$294.9K0.2%−78,242−90.9%ReducedHolders
Q3 202386,064$2.79M1.6%−20,613−19.3%ReducedHolders
Q2 2023106,677$3.97M2.3%+6,689+6.7%AddedHolders
Q1 202399,988$3.89M2.2%+24,705+32.8%AddedHolders
Q4 202275,283$2.97M2.0%+2,277+3.1%AddedHolders
Q3 202273,006$2.77M2.0%+2,715+3.9%AddedHolders
Q2 202270,291$3.57M2.4%−15,712−18.3%ReducedHolders
Q1 202286,003$4.38M2.9%+13,506+18.6%AddedHolders
Q4 202172,497$3.92M2.8%00.0%UnchangedHolders
Q3 202172,497$3.92M2.8%+4,048+5.9%AddedHolders
Q2 202168,449$3.83M2.7%+3,507+5.4%AddedHolders
Q1 202164,942$3.78M2.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.