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Icon Wealth Partners, LLC

SEC CIK
0001718732
Latest filing
Nov 14, 2023

VZ holding history

Verizon Communications Inc in every 13F filed by Icon Wealth Partners, LLC, 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 Q3 2023 holdings

Shares (Q3 2023)
124,976
Value
$4.05M
% of portfolio
0.5%
Quarters held
9
Since Q1 2021
Holdings of VZ by Icon Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2023124,976$4.05M0.5%+8,892+7.7%AddedHolders
Q2 2023116,084$4.32M0.5%−1,902−1.6%ReducedHolders
Q1 2023117,986$4.59M0.5%–No prior filingHolders
Q3 2022––––Not filedHolders
Q2 20226,966$354.0K<0.1%−2,559−26.9%ReducedHolders
Q1 20229,525$485.0K<0.1%−29,220−75.4%ReducedHolders
Q4 202138,745$2.01M0.2%+918+2.4%AddedHolders
Q3 202137,827$2.04M0.2%−10,381−21.5%ReducedHolders
Q2 202148,208$2.70M0.3%−11,971−19.9%ReducedHolders
Q1 202160,179$3.50M0.4%––Holders

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