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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

VZ holding history

Verizon Communications Inc in every 13F filed by West Financial 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)
252
Value
$10.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of VZ by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026252$10.7K<0.1%00.0%UnchangedHolders
Q1 2026252$12.7K<0.1%00.0%UnchangedHolders
Q4 2025252$10.3K<0.1%00.0%UnchangedHolders
Q3 2025252$11.1K<0.1%00.0%UnchangedHolders
Q2 2025252$10.9K<0.1%00.0%UnchangedHolders
Q1 2025252$11.4K<0.1%−90−26.3%ReducedHolders
Q4 2024342$13.7K<0.1%+38+12.5%AddedHolders
Q3 2024304$13.6K<0.1%+1+0.3%AddedHolders
Q2 2024303$12.5K<0.1%+1+0.3%AddedHolders
Q1 2024302$12.7K<0.1%+50+19.8%AddedHolders
Q4 2023252$9.50K<0.1%−628−71.4%ReducedHolders
Q3 2023880$28.5K<0.1%+85+10.7%AddedHolders
Q2 2023795$29.6K<0.1%+43+5.7%AddedHolders
Q1 2023752$29.2K<0.1%00.0%UnchangedHolders
Q4 2022752$29.6K<0.1%00.0%UnchangedHolders
Q3 2022752$29.0K<0.1%00.0%UnchangedHolders
Q2 2022752$38.0K<0.1%00.0%UnchangedHolders
Q1 2022752$38.0K<0.1%−1−0.1%ReducedHolders
Q4 2021753$39.0K<0.1%00.0%UnchangedHolders
Q3 2021753$41.0K<0.1%+500+197.6%AddedHolders
Q2 2021253$14.0K<0.1%−500−66.4%ReducedHolders
Q1 2021753$44.0K<0.1%––Holders

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