Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership10,306 shares
Latest Disclosed Value $ 517,361
Heritage Wealth Advisors ownership in VZ / Verizon Communications Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 10,306 shares of Verizon Communications Inc. (MX:VZ) valued at $517,361 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,306 shares of Verizon Communications Inc.. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F Verizon Communications COM 92343V104 10,306 0 0.00 517 23.39 0.0202
2026-02-13 2025-12-31 13F Verizon Communications COM 92343V104 10,306 0 0.00 420 -7.30 0.0160
2025-11-13 2025-09-30 13F Verizon Communications COM 92343V104 10,306 0 0.00 453 1.57 0.0198
2025-08-11 2025-06-30 13F Verizon Communications ETF 92343V104 10,306 1,644 18.98 446 13.52 0.0212
2025-05-08 2025-03-31 13F Verizon Communications ETF 92343V104 8,662 -508 -5.54 393 7.10 0.0199
2025-02-12 2024-12-31 13F Verizon Communications ETF 92343V104 9,170 196 2.18 367 -9.18 0.0182
2024-11-12 2024-09-30 13F Verizon Communications ETF 92343V104 8,974 -726 -7.48 403 0.75 0.0189
2024-12-12 2024-06-30 13F/A-1 Verizon Communications ETF 92343V104 9,700 -278 -2.79 400 -4.31 0.0181
2024-08-06 2024-06-30 13F Verizon Communications ETF 92343V104 9,700 -278 400 0.0181
2024-12-12 2024-03-31 13F/A-1 Verizon Communications ETF 92343V104 9,978 -108 -1.07 419 10.00 0.0191
2024-05-08 2024-03-31 13F Verizon Communications ETF 92343V104 1,550 -8,536 46 0.0021
2024-12-12 2023-12-31 13F/A-1 Verizon Communications ETF 92343V104 10,086 1,219 13.75 380 32.40 0.0189
2024-02-12 2023-12-31 13F Verizon Communications ETF 92343V104 9,419 552 355 0.0177
2024-12-12 2023-09-30 13F/A-1 Verizon Communications ETF 92343V104 8,867 -331 -3.60 287 -16.08 0.0157
2023-11-09 2023-09-30 13F Verizon Communications ETF 92343V104 8,867 -331 287 0.0157
2024-12-12 2023-06-30 13F/A-1 Verizon Communications ETF 92343V104 9,198 0 0.00 342 -4.20 0.0181
2023-08-09 2023-06-30 13F Verizon Communications ETF 92343V104 9,198 0 342 0.0181
2023-05-04 2023-03-31 13F Verizon Communications ETF 92343V104 9,198 -216 -2.29 358 -3.51 0.0199
2024-12-12 2022-12-31 13F/A-1 Verizon Communications ETF 92343V104 9,414 -1,335 -12.42 371 -9.31 0.0215
2023-02-07 2022-12-31 13F Verizon Communications ETF 92343V104 9,414 -1,335 371 0.0215
2024-12-12 2022-09-30 13F/A-1 Verizon Communications ETF 92343V104 10,749 -522 -4.63 408 0.0296
2022-11-10 2022-09-30 13F Verizon Communications ETF 92343V104 10,749 -522 0 0.0296
2022-08-04 2022-06-30 13F Verizon Communications ETF 92343V104 11,271 -2,029 -15.26 1 0.0398
2022-05-11 2022-03-31 13F Verizon Communications ETF 92343V104 13,300 0 0.00 1 0.0375
2022-03-28 2021-12-31 13F/A-1 Verizon Communications COM 92343V104 13,300 585 4.60 1 -100.00 0.0379
2022-02-02 2021-12-31 13F Verizon Communications COM 92343V104 13,300 585 691 0.0379
2021-11-02 2021-09-30 13F Verizon Communications COM 92343V104 12,715 -355 -2.72 687 -6.28 0.0421
2021-08-09 2021-06-30 13F/A-1 Verizon Communications COM 92343V104 13,070 -1,401 -9.68 732 -12.96 0.0451
2021-07-27 2021-06-30 13F Verizon Communications COM 92343V104 15,021 550 882 0.0551
2021-04-27 2021-03-31 13F Verizon Communications COM 92343V104 14,471 -550 -3.66 841 -4.65 0.0507
2021-02-01 2020-12-31 13F Verizon Communications COM 92343V104 15,021 -339 -2.21 882 -3.40 0.0551
2020-11-03 2020-09-30 13F Verizon Communications COM 92343V104 15,360 -388 -2.46 914 5.18 0.1180
2020-07-17 2020-06-30 13F/A-1 Verizon Communications COM 92343V104 15,748 0 0.00 868 2.60 0.1215
2020-07-17 2020-06-30 13F Verizon Communications COM 92343V104 300 -15,448 868 121,467.4046
2020-05-05 2020-03-31 13F Verizon Communications COM 92343V104 15,748 462 3.02 846 -9.81 0.1516
2020-02-04 2019-12-31 13F Verizon Communications COM 92343V104 15,286 726 4.99 939 6.83 0.1240
2019-10-30 2019-09-30 13F Verizon Communications COM 92343V104 14,560 -1,786 -10.93 878 -5.89 0.1294
2019-08-05 2019-06-30 13F Verizon Communications COM 92343V104 16,346 1,067 6.98 934 3.32 0.1432
2019-05-06 2019-03-31 13F Verizon Communications COM 92343V104 15,279 1,567 11.43 903 17.27 0.1485
2019-01-26 2018-12-31 13F Verizon Communications COM 92343V104 13,712 -143 -1.03 770 4.19 0.1505
2018-11-14 2018-09-30 13F Verizon Communications COM 92343V104 13,855 0 0.00 739 5.87 0.1447
2018-07-19 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 13,855 13,855 698 0.2610
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.