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Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

VZ holding history

Verizon Communications Inc in every 13F filed by Morris Retirement Advisors, 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)
15,610
Value
$660.9K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of VZ by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,610$660.9K0.2%+4,459+40.0%AddedHolders
Q1 202611,151$559.8K0.2%+30+0.3%AddedHolders
Q4 202511,121$452.9K0.2%−2,075−15.7%ReducedHolders
Q3 202513,196$580.0K0.3%+337+2.6%AddedHolders
Q2 202512,859$556.4K0.3%−1,281−9.1%ReducedHolders
Q1 202514,140$641.4K0.3%+1,047+8.0%AddedHolders
Q4 202413,093$523.6K0.3%−328−2.4%ReducedHolders
Q3 202413,421$602.7K0.3%−1,264−8.6%ReducedHolders
Q2 202414,685$605.6K0.3%+2,447+20.0%AddedHolders
Q1 202412,238$513.5K0.3%+2,473+25.3%AddedHolders
Q4 20239,765$368.1K0.2%−8,910−47.7%ReducedHolders
Q3 202318,675$605.3K0.4%+3,862+26.1%AddedHolders
Q2 202314,813$550.9K0.4%+914+6.6%AddedHolders
Q1 202313,899$540.5K0.4%+2,781+25.0%AddedHolders
Q4 202211,118$438.0K0.3%+820+8.0%AddedHolders
Q3 202210,298$377.0K0.3%+149+1.5%AddedHolders
Q2 202210,149$515.0K0.5%+368+3.8%AddedHolders
Q1 20229,781$498.0K0.4%+1,091+12.6%AddedHolders
Q4 20218,690$452.0K0.3%−7,292−45.6%ReducedHolders
Q3 202115,982$863.0K0.7%+861+5.7%AddedHolders
Q2 202115,121$847.0K0.7%−338−2.2%ReducedHolders
Q1 202115,459$899.0K0.8%––Holders

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