Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

VZ holding history

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

VZ overview All 13F holders of VZ Full Q2 2026 holdings

Shares (Q2 2026): 68,080
Value: $2.88M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of VZ by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	68,080	$2.88M	0.4%	+1,065+1.6%	Added	Holders
Q1 2026	67,015	$3.36M	0.5%	−808−1.2%	Reduced	Holders
Q4 2025	67,823	$2.76M	0.4%	+190+0.3%	Added	Holders
Q3 2025	67,633	$2.97M	0.5%	−5,999−8.1%	Reduced	Holders
Q2 2025	73,632	$3.19M	0.6%	+819+1.1%	Added	Holders
Q1 2025	72,813	$3.30M	0.7%	−2,370−3.2%	Reduced	Holders
Q4 2024	75,183	$3.01M	0.6%	+941+1.3%	Added	Holders
Q3 2024	74,242	$3.33M	0.5%	+8,451+12.8%	Added	Holders
Q2 2024	65,791	$2.71M	0.4%	+12,010+22.3%	Added	Holders
Q1 2024	53,781	$2.26M	0.4%	+4,865+9.9%	Added	Holders
Q4 2023	48,916	$1.84M	0.3%	−11,768−19.4%	Reduced	Holders
Q3 2023	60,684	$1.97M	0.4%	−291−0.5%	Reduced	Holders
Q2 2023	60,975	$2.27M	0.5%	+5,370+9.7%	Added	Holders
Q1 2023	55,605	$2.16M	0.4%	−8,734−13.6%	Reduced	Holders
Q4 2022	64,339	$2.53M	0.5%	+7,530+13.3%	Added	Holders
Q3 2022	56,809	$2.16M	0.5%	−30,707−35.1%	Reduced	Holders
Q2 2022	87,516	$4.44M	1.0%	−509−0.6%	Reduced	Holders
Q1 2022	88,025	$4.48M	0.9%	+7,053+8.7%	Added	Holders
Q4 2021	80,972	$4.21M	0.8%	+2,860+3.7%	Added	Holders
Q3 2021	78,112	$4.22M	0.9%	+360.0%	Added	Holders
Q2 2021	78,076	$4.38M	0.9%	+621+0.8%	Added	Holders
Q1 2021	77,455	$4.50M	1.0%	–	–	Holders

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