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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

VZ holding history

Verizon Communications Inc in every 13F filed by Summit Financial, 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 Q2 2026 holdings

Shares (Q2 2026)
179,895
Value
$7.62M
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of VZ by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026179,895$7.62M0.1%+10,951+6.5%AddedHolders
Q1 2026168,944$8.48M0.1%+44,386+35.6%AddedHolders
Q4 2025124,558$5.07M0.1%+14,764+13.4%AddedHolders
Q3 2025109,794$4.83M0.1%−17,081−13.5%ReducedHolders
Q2 2025126,875$5.49M0.1%+16,219+14.7%AddedHolders
Q1 2025110,656$5.02M0.1%+41,131+59.2%AddedHolders
Q4 202469,525$2.78M0.1%+20,214+41.0%AddedHolders
Q3 202449,311$2.21M0.1%+9,014+22.4%AddedHolders
Q2 202440,297$1.66M0.1%+15,901+65.2%AddedHolders
Q1 202424,396$1.02M0.1%+700+3.0%AddedHolders
Q4 202323,696$893.3K0.1%+1,557+7.0%AddedHolders
Q3 202322,139$717.5K0.1%−3,635−14.1%ReducedHolders
Q2 202325,774$958.5K0.1%−378−1.4%ReducedHolders
Q1 202326,152$1.02M0.1%−268−1.0%ReducedHolders
Q4 202226,420$1.04M0.1%+693+2.7%AddedHolders
Q3 202225,727$976.9K0.1%+2,465+10.6%AddedHolders
Q2 202223,262$1.18M0.1%−860−3.6%ReducedHolders
Q1 202224,122$1.23M0.1%+302+1.3%AddedHolders
Q4 202123,820$1.24M0.1%+622+2.7%AddedHolders
Q3 202123,198$1.25M0.1%+15,815+214.2%AddedHolders
Q2 20217,383$413.7K<0.1%+7,383NewHolders