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Bernardo Wealth Planning LLC

SEC CIK
0001765595
Latest filing
Jul 27, 2026

VZ holding history

Verizon Communications Inc in every 13F filed by Bernardo Wealth Planning 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of VZ by Bernardo Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−8,684−100.0%Sold outHolders
Q4 20248,684$328.3K0.1%+22+0.3%AddedHolders
Q3 20248,662$380.0K0.1%−71−0.8%ReducedHolders
Q2 20248,733$360.1K0.1%−935−9.7%ReducedHolders
Q1 20249,668$405.7K0.1%−626−6.1%ReducedHolders
Q4 202310,294$388.1K0.1%−81−0.8%ReducedHolders
Q3 202310,375$336.3K0.1%+130+1.3%AddedHolders
Q2 202310,245$381.0K0.2%−67−0.6%ReducedHolders
Q1 202310,312$401.1K0.2%+264+2.6%AddedHolders
Q4 202210,048$395.9K0.2%−2,223−18.1%ReducedHolders
Q3 202212,271$433.0K0.2%−835−6.4%ReducedHolders
Q2 202213,106$665.0K0.4%+152+1.2%AddedHolders
Q1 202212,954$659.0K0.3%+998+8.3%AddedHolders
Q4 202111,956$621.0K0.3%+79+0.7%AddedHolders
Q3 202111,877$641.0K0.4%−1,517−11.3%ReducedHolders
Q2 202113,394$750.0K0.5%−8−0.1%ReducedHolders
Q1 202113,402$779.0K0.5%––Holders

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