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Summit Wealth Group LLC

SEC CIK
0002081278
Latest filing
Jul 28, 2026

VZ holding history

Verizon Communications Inc in every 13F filed by Summit Wealth Group 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)
13,313
Value
$563.7K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of VZ by Summit Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,313$563.7K<0.1%+1,195+9.9%AddedHolders
Q1 202612,118$608.3K0.1%+3,595+42.2%AddedHolders
Q4 20258,523$347.1K<0.1%−28,734−77.1%ReducedHolders
Q3 202537,257$1.21M0.2%+29,839+402.3%AddedHolders
Q2 20257,418$321.0K0.1%–No prior filingHolders