Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership125,402 shares
Latest Disclosed Value $ 6,295,191
Gladstone Institutional Advisory LLC reports 1.86% increase in ownership of VZ / Verizon Communications Inc.

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 125,402 shares of Verizon Communications Inc. (MX:VZ) valued at $6,295,191 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 123,109 shares of Verizon Communications Inc.. This represents a change in shares of 1.86% 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)
2026-05-14 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 125,402 2,293 1.86 6,295 25.55 0.2332
2026-02-17 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 123,109 26,670 27.65 5,014 18.31 0.1894
2025-10-22 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 96,439 -3,895 -3.88 4,238 -2.37 0.1632
2025-08-12 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 100,334 -2,368 -2.31 4,341 -6.81 0.1794
2025-05-15 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 102,702 13,293 14.87 4,659 30.29 0.2171
2025-01-29 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 89,409 1,842 2.10 3,575 -9.08 0.1659
2024-10-28 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 87,567 25,536 41.17 3,933 53.71 0.1920
2024-08-02 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 62,031 4,969 8.71 2,558 6.85 0.1332
2024-05-14 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 57,062 -12,306 -17.74 2,394 -8.45 0.1314
2024-02-09 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 69,368 -2,161 -3.02 2,615 12.81 0.1467
2023-11-13 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 71,529 4,006 5.93 2,318 -7.69 0.1501
2023-08-10 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 67,523 -5,612 -7.67 2,511 -11.71 0.1531
2023-05-12 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 73,135 2,089 2.94 2,844 1.61 0.1842
2023-02-01 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 71,046 -33,337 -31.94 2,799 -29.37 0.1975
2023-01-30 2022-09-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 104,383 20,675 24.70 3,963 -6.71 0.3098
2022-10-20 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 104,383 20,675 3,963 0.3098
2023-01-30 2022-06-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 83,708 24,934 42.42 4,248 41.88 0.3360
2022-08-15 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 83,708 24,934 4,248 0.3360
2023-01-30 2022-03-31 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 58,774 986 1.71 2,994 -0.30 0.2024
2022-05-04 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 58,774 986 2,994 0.2024
2023-01-30 2021-12-31 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 57,788 1,185 2.09 3,003 -1.77 0.2326
2022-02-11 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 57,788 1,185 3,003 0.2326
2023-01-30 2021-09-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 56,603 -2,845 -4.79 3,057 -8.23 0.2986
2021-11-15 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 56,603 -2,845 3,057 0.2986
2023-01-30 2021-06-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 59,448 23,496 65.35 3,331 59.30 0.3958
2021-08-13 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 59,448 23,496 3,331 0.3958
2023-01-30 2021-03-31 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 35,952 18,647 107.75 2,091 105.60 0.3250
2021-05-17 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 35,952 18,647 2,091 0.3250
2023-01-30 2020-12-31 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 17,305 1,141 7.06 1,017 5.72 0.2026
2021-02-16 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,305 1,141 1,017 0.2026
2023-01-30 2020-09-30 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 16,164 269 1.69 962 9.82 0.2298
2020-11-16 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 16,164 269 962 0.2298
2020-08-17 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 15,895 -9,160 -36.56 876 -34.97 0.2228
2020-05-14 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 25,055 2,469 10.93 1,347 -2.88 0.3476
2020-02-12 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 22,586 -1,672 -6.89 1,387 -5.26 0.3400
2019-11-13 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 24,258 1,106 4.78 1,464 10.74 0.3724
2019-08-14 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 23,152 9,357 67.83 1,322 62.01 0.4028
2019-05-10 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,795 398 2.97 816 8.37 0.2995
2019-02-13 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 13,397 13,397 753 0.4386
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.