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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

VZ holding history

Verizon Communications Inc in every 13F filed by Ibex Wealth Advisors, 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)
333,925
Value
$14.1M
% of portfolio
1.1%
Quarters held
20
Since Q1 2021
Holdings of VZ by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026333,925$14.1M1.1%+7,603+2.3%AddedHolders
Q1 2026326,322$16.4M1.5%+22,694+7.5%AddedHolders
Q4 2025303,628$12.4M1.2%−1,610−0.5%ReducedHolders
Q3 2025305,238$13.4M1.3%−5,630−1.8%ReducedHolders
Q2 2025310,868$13.5M1.4%+78,718+33.9%AddedHolders
Q1 2025232,150$10.5M1.4%−6,608−2.8%ReducedHolders
Q4 2024238,758$9.55M1.1%+238,758NewHolders
Q3 20240$00.0%−226,803−100.0%Sold outHolders
Q2 2024226,803$9.35M1.5%+13,981+6.6%AddedHolders
Q1 2024212,822$8.38M2.3%+212,622+106,311.0%AddedHolders
Q4 2023200$7.55K1.6%−214,233−99.9%ReducedHolders
Q3 2023214,433$6.95M1.8%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 2023225,083$8.75M2.3%+12,261+5.8%AddedHolders
Q4 2022212,822$8.38M1.9%−44,743−17.4%ReducedHolders
Q3 2022257,565$9.78M2.5%−3,296−1.3%ReducedHolders
Q2 2022260,861$13.2M3.0%+41,624+19.0%AddedHolders
Q1 2022219,237$11.2M2.1%+12,521+6.1%AddedHolders
Q4 2021206,716$10.7M1.9%+2,210+1.1%AddedHolders
Q3 2021204,506$11.0M2.1%+3,218+1.6%AddedHolders
Q2 2021201,288$11.3M2.3%−818−0.4%ReducedHolders
Q1 2021202,106$11.8M2.9%––Holders

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