Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionArete Wealth Advisors, LLC
Latest Disclosed Ownership57,419 shares
Latest Disclosed Value $ 2,880,366
Arete Wealth Advisors, LLC reports 6.02% decrease in ownership of VZ / Verizon Communications Inc.

On May 20, 2026 - Arete Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 57,419 shares of Verizon Communications Inc. (MX:VZ) valued at $2,880,366 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 61,095 shares of Verizon Communications Inc.. This represents a change in shares of -6.02% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-20 2026-03-31 13F/A-1 VERIZON COMMUNICATIONS EQUITY 92343V104 57,419 -3,676 -6.02 2,880 143,900.00 0.2158
2026-05-16 2026-03-31 13F VERIZON COMMUNICATIONS EQUITY 92343V104 57,419 -3,676 2,880 0.2148
2026-02-13 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 61,095 -10,135 -14.23 2 -33.33 0.1515
2025-11-12 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 71,230 1,524 2.19 3 0.00 0.1958
2025-08-14 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 69,706 1,204 1.76 3 0.00 0.2141
2025-05-16 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 68,502 905 1.34 3 50.00 0.2373
2025-02-12 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 67,597 3,161 4.91 3 0.00 0.1944
2024-11-18 2024-09-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 64,436 -3,166 -4.68 3 0.00 0.2481
2024-11-18 2024-09-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 64,436 3
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS COM 92343V104 64,436 -3,166 3 0.2481
2024-08-14 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 67,602 499 0.74 3 -99.93 0.2288
2024-05-16 2024-03-31 13F VANGUARD WHITEHALL FDS HIGH DIV YLD 92343V104 67,103 256 0.38 2,815 11.71 0.2602
2024-02-14 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 66,847 -1,526 -2.23 2,520 13.77 0.1922
2023-10-30 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 68,373 -129 -0.19 2,216 110,650.00 0.3836
2023-08-09 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 68,502 8,141 13.49 3 0.00 0.2251
2023-05-22 2023-03-31 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 60,361 306 0.51 2 -99.92 0.1910
2023-05-01 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 60,361 306 2,347,437 0.1910
2023-02-06 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 60,055 -317 -0.53 2,366 3.23 0.2070
2022-11-07 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 60,372 17,644 41.29 2,292 5.38 0.2242
2022-08-15 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 42,728 8,482 24.77 2,175 24.71 0.2199
2022-05-06 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 34,246 582 1.73 1,744 -1.36 0.1460
2022-02-07 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 33,664 -2,335 -6.49 1,768 -9.15 0.1507
2021-11-15 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 35,999 550 1.55 1,946 5.08 0.2146
2021-08-09 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 35,449 406 1.16 1,852 -9.13 0.2599
2021-05-10 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 35,043 1,336 3.96 2,038 2.93 0.2605
2021-02-08 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 33,707 -718 -2.09 1,980 -2.99 0.2804
2020-11-09 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 34,425 11,672 51.30 2,041 62.76 0.3075
2020-08-11 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 22,753 -10,117 -30.78 1,254 -28.87 0.2172
2020-05-14 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 32,870 -6,253 -15.98 1,763 -26.54 0.3469
2020-02-14 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 39,123 -902 -2.25 2,400 -0.66 0.4169
2019-11-13 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 40,025 18 0.04 2,416 5.69 0.4618
2019-08-14 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 40,007 -3,603 -8.26 2,286 -11.36 0.4435
2019-05-15 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 43,610 1,114 2.62 2,579 7.95 0.5380
2019-02-14 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 42,496 6,922 19.46 2,389 25.80 0.5808
2018-11-14 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 35,574 -519 -1.44 1,899 4.57 0.4213
2018-08-14 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 36,093 20,238 127.64 1,816 139.58 0.4329
2018-05-15 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 15,855 619 4.06 758 -5.96 0.2514
2018-02-14 2017-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 15,236 1,193 8.50 806 15.97 0.2625
2017-11-15 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 14,043 2,460 21.24 695 34.43 0.2770
2017-08-14 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 11,583 -7,994 -40.83 517 -45.81 0.2361
2017-04-28 2017-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 19,577 10,779 122.52 954 102.98 0.4159
2017-02-14 2016-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 8,798 -14,836 -62.77 470 -61.73 0.2170
2016-11-14 2016-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 23,634 -205 -0.86 1,228 -7.74 0.7036
2016-08-15 2016-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 23,839 15,999 204.07 1,331 213.92 0.8377
2016-05-13 2016-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,840 691 9.67 424 28.48 0.2532
2016-02-12 2015-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 7,149 2 0.03 330 6.11 0.1999
2015-11-13 2015-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 7,147 -7,034 -49.60 311 -52.95 0.2430
2015-08-14 2015-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 14,181 -185 -1.29 661 -5.44 0.4451
2015-05-15 2015-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 14,366 7,471 108.35 699 116.41 0.4510
2015-02-11 2014-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,895 -100 -1.43 323 -7.71 0.2280
2014-11-14 2014-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,995 739 11.81 350 14.38 0.2643
2014-08-14 2014-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 6,256 1 0.02 306 2.68 0.2383
2014-05-15 2014-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,255 -171 -2.66 298 -5.70 0.2766
2014-02-14 2013-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,426 6,426 316 0.3117
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.