Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionEncompass Wealth Advisors, Llc
Latest Disclosed Ownership10,436 shares
Latest Disclosed Value $ 523,881
Encompass Wealth Advisors, Llc reports 2.79% increase in ownership of VZ / Verizon Communications Inc.

On April 21, 2026 - Encompass Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 10,436 shares of Verizon Communications Inc. (MX:VZ) valued at $523,881 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 10,153 shares of Verizon Communications Inc.. This represents a change in shares of 2.79% 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)
2026-04-21 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,436 283 2.79 524 26.63 0.1823
2026-01-22 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 10,153 -2,600 -20.39 414 -26.25 0.1407
2025-10-22 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,753 -11 -0.09 561 1.45 0.1908
2025-07-16 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 12,764 123 0.97 552 -3.66 0.2025
2025-04-22 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 12,641 51 0.41 573 13.92 0.2334
2025-01-28 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 12,590 85 0.68 503 -10.34 0.2033
2024-11-05 2024-09-30 13F Verizon Communications Common Stock 92343V104 12,505 250 2.04 562 11.09 0.1405
2024-08-08 2024-06-30 13F Verizon Communications Common Stock 92343V104 12,255 2,289 22.97 505 20.81 0.1339
2024-05-13 2024-03-31 13F Verizon Communications Common Stock 92343V104 9,966 -2,149 -17.74 418 -8.33 0.1110
2024-02-13 2023-12-31 13F Verizon Communications Common Stock 92343V104 12,115 -25 -0.21 457 16.03 0.1370
2023-11-07 2023-09-30 13F Verizon Communications Common Stock 92343V104 12,140 -655 -5.12 393 -17.26 0.1309
2023-08-09 2023-06-30 13F Verizon Communications Common Stock 92343V104 12,795 -93 -0.72 476 -5.19 0.1548
2023-05-05 2023-03-31 13F Verizon Communications Common Stock 92343V104 12,888 564 4.58 501 3.30 0.1706
2023-02-01 2022-12-31 13F Verizon Communications Common Stock 92343V104 12,324 44 0.36 486 4.08 0.1771
2022-10-28 2022-09-30 13F Verizon Communications Common Stock 92343V104 12,280 -449 -3.53 466 -27.86 0.1772
2022-08-03 2022-06-30 13F Verizon Communications Common Stock 92343V104 12,729 -423 -3.22 646 -3.58 0.2285
2022-04-28 2022-03-31 13F Verizon Communications Common Stock 92343V104 13,152 -1 -0.01 670 -1.90 0.1690
2022-01-20 2021-12-31 13F Verizon Communications Common Stock 92343V104 13,153 582 4.63 683 0.74 0.1661
2021-11-16 2021-09-30 13F Verizon Communications Common Stock 92343V104 12,571 0 0.00 678 -3.69 0.1768
2021-08-03 2021-06-30 13F Verizon Communications Common Stock 92343V104 12,571 -2,000 -13.73 704 -17.47 0.1731
2021-05-25 2021-03-31 13F Verizon Communications Common Stock 92343V104 14,571 805 5.85 853 5.44 0.2175
2021-03-09 2020-12-31 13F/A-1 Verizon Communications Common Stock 92343V104 13,766 13,766 809 0.4659
2021-03-09 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 6,496 6,496 382 0.3218
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.