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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

VZ holding history

Verizon Communications Inc in every 13F filed by True Wealth Design, 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)
1,573
Value
$66.6K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of VZ by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,573$66.6K<0.1%+1,036+192.9%AddedHolders
Q1 2026537$27.0K<0.1%+48+9.8%AddedHolders
Q4 2025489$19.9K<0.1%−112−18.6%ReducedHolders
Q3 2025601$26.4K<0.1%+92+18.1%AddedHolders
Q2 2025509$22.0K<0.1%+47+10.2%AddedHolders
Q1 2025462$21.0K<0.1%+189+69.2%AddedHolders
Q4 2024273$10.9K<0.1%+58+27.0%AddedHolders
Q3 2024215$9.66K<0.1%−504−70.1%ReducedHolders
Q2 2024719$29.7K<0.1%−19,933−96.5%ReducedHolders
Q1 202420,652$866.6K0.2%−194−0.9%ReducedHolders
Q4 202320,846$785.9K0.2%+20,761+24,424.7%AddedHolders
Q3 202385$2.75K<0.1%00.0%UnchangedHolders
Q2 202385$3.16K<0.1%−845−90.9%ReducedHolders
Q1 2023930$36.2K<0.1%−133−12.5%ReducedHolders
Q4 20221,063$41.9K<0.1%–No prior filingHolders