Skip to main content

Allen Wealth Management, LLC

SEC CIK
0002012003
Latest filing
Jul 24, 2026

VZ holding history

Verizon Communications Inc in every 13F filed by Allen Wealth Management, 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)
5,946
Value
$251.8K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of VZ by Allen Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,946$251.8K0.1%−1,100−15.6%ReducedHolders
Q1 20267,046$353.7K0.2%00.0%UnchangedHolders
Q4 20257,046$287.0K0.2%+1,529+27.7%AddedHolders
Q3 20255,517$242.5K0.2%−820−12.9%ReducedHolders
Q2 20256,337$274.2K0.2%+600+10.5%AddedHolders
Q1 20255,737$260.2K0.2%−815−12.4%ReducedHolders
Q4 20246,552$262.0K0.2%−400−5.8%ReducedHolders
Q3 20246,952$312.2K0.2%−450−6.1%ReducedHolders
Q2 20247,402$305.3K0.3%−1,433−16.2%ReducedHolders
Q1 20248,835$370.7K0.3%−1,037−10.5%ReducedHolders
Q4 20239,872$372.2K0.4%–No prior filingHolders