Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionAffinity Wealth Management Llc
Latest Disclosed Ownership5,358 shares
Latest Disclosed Value $ 268,972
Affinity Wealth Management Llc reports 37.87% decrease in ownership of VZ / Verizon Communications Inc.

On April 10, 2026 - Affinity Wealth Management Llc filed a 13F-HR form disclosing ownership of 5,358 shares of Verizon Communications Inc. (MX:VZ) valued at $268,972 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 8,624 shares of Verizon Communications Inc.. This represents a change in shares of -37.87% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 5,358 -3,266 -37.87 269 -23.65 0.0407
2026-01-15 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,624 46 0.54 351 -6.90 0.0499
2025-11-06 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,578 0 0.00 377 1.62 0.0552
2025-07-15 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,578 0 0.00 371 -4.63 0.0593
2025-04-11 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,578 0 0.00 389 13.41 0.0722
2025-01-21 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,578 80 0.94 343 -9.97 0.0608
2024-10-11 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,498 0 0.00 382 8.86 0.0677
2024-07-31 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,498 0 0.00 350 -1.69 0.0639
2024-04-18 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,498 -309 -3.51 357 7.23 0.0661
2024-01-11 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,807 202 2.35 332 19.42 0.0682
2023-10-24 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,605 -390 -4.34 279 -16.77 0.0642
2023-08-14 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,995 2 0.02 335 -4.30 0.0767
2023-05-01 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,993 1 0.01 350 -1.41 0.0822
2023-02-09 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,992 28 0.31 354 4.12 0.0840
2022-11-14 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 8,964 100 1.13 340 -23.94 0.0846
2022-08-15 2022-06-30 13F VERIZON COMMUNICATIONS COM Equities 92343V104 8,864 -54 -0.61 447 -7.26 0.1031
2022-05-12 2022-03-31 13F VERIZON COMMUNICATIONS COM VZ 92343V104 8,918 -1,073 -10.74 482 -9.91 0.0977
2022-02-08 2021-12-31 13F VERIZON COMMUNICATIONS COM Equity 92343V104 9,991 -1,942 -16.27 535 -17.57 0.1104
2021-11-04 2021-09-30 13F VERIZON COMMUNICATIONS COM Equity 92343V104 11,933 -19 -0.16 649 -2.99 0.1275
2021-08-09 2021-06-30 13F VERIZON COMMUNICATIONS COM Equity 92343V104 11,952 0 0.00 669 -4.15 0.1329
2021-05-17 2021-03-31 13F VERIZON COMMUNICATIONS COM Equity 92343V104 11,952 -5,185 -30.26 698 -28.63 0.1426
2021-02-12 2020-12-31 13F VERIZON COMMUNICATIONS COM Equity 92343V104 17,137 8 0.05 978 -3.93 0.2064
2020-11-16 2020-09-30 13F VERIZON COMMUNICATIONS COM Equity 92343V104 17,129 0 0.00 1,018 3.35 0.2741
2020-08-13 2020-06-30 13F VERIZON COMMUNICATIONS COM Equity 92343V104 17,129 0 0.00 985 1.23 1.2442
2020-05-15 2020-03-31 13F VERIZON COMMUNICATIONS COM Equity 92343V104 17,129 -1,844 -9.72 973 -16.48 0.5830
2020-02-12 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,973 3,266 20.79 1,165 22.89 0.4312
2019-11-13 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 15,707 -271 -1.70 948 3.83 0.3809
2019-07-24 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 15,978 -833 -4.96 913 -8.15 0.3581
2019-05-10 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 16,811 0 0.00 994 5.19 0.3941
2019-05-09 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 16,811 2,578 18.11 945 34.23 0.5722
2017-11-14 2017-09-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 14,233 -114 -0.79 704 9.83 0.4313
2017-11-14 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 14,347 641
2017-08-10 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 14,347 -43 -0.30 641 -8.56 0.4062
2017-04-18 2017-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 14,390 996 7.44 701 -1.96 0.3914
2017-02-15 2016-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,394 364 2.79 715 5.61 0.4044
2016-11-14 2016-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 13,030 -11 -0.08 677 -7.01 0.4401
2016-08-10 2016-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 13,041 11 0.08 728 3.26 0.4961
2016-05-12 2016-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,030 1,628 14.28 705 33.78 0.4331
2016-02-16 2015-12-31 13F VERIZON COMMUNICATION COM 92343V104 11,402 483 4.42 527 10.95 0.3468
2015-10-29 2015-09-30 13F Verizon Communications Com COM 92343V104 10,919 -1,108 -9.21 475 -15.18 0.4759
2015-08-03 2015-06-30 13F Verizon Communications Com Com 92343V104 12,027 913 8.21 560 3.51 0.3632
2015-04-29 2015-03-31 13F Verizon Communications Com Com 92343V104 11,114 2,130 23.71 541 28.81 0.3183
2015-03-13 2014-12-31 13F Verizon Communications Com Com 92343V104 8,984 -156 -1.71 420 -6.04 0.3361
2014-07-24 2014-06-30 13F Verizon Communications Com COM 92343V104 9,140 -474 -4.93 447 -0.45 0.4272
2013-10-31 2013-09-30 13F Verizon Communications Com COM 92343V104 9,614 1,477 18.15 449 9.51 0.1951
2013-08-07 2013-06-30 13F Verizon Communications Com COM 92343V104 8,137 8,137 410 0.1898
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.