Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership210,476 shares
Latest Disclosed Value $ 10,565,896
Avantax Planning Partners, Inc. reports 4.84% decrease in ownership of VZ / Verizon Communications Inc.

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 210,476 shares of Verizon Communications Inc. (MX:VZ) valued at $10,565,896 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 221,191 shares of Verizon Communications Inc.. This represents a change in shares of -4.84% 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)
2026-05-04 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 210,476 -10,715 -4.84 10,566 17.27 0.2901
2026-02-05 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 221,191 7,363 3.44 9,009 -4.13 0.2520
2025-10-31 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 213,828 12,081 5.99 9,398 7.65 0.2695
2025-08-11 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 201,747 -858 -0.42 8,730 -5.02 0.2769
2025-04-29 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 202,605 7,949 4.08 9,190 18.06 0.3253
2025-02-07 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 194,656 2,973 1.55 7,784 -9.57 0.2806
2024-11-14 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 191,683 -53,551 -21.84 8,608 -14.88 0.3088
2024-08-09 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 245,234 8,638 3.65 10,113 1.87 0.3251
2024-05-03 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 236,596 109,742 86.51 9,928 107.59 0.3215
2024-02-09 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 126,854 -2,989 -2.30 4,782 13.64 0.1822
2023-11-06 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 129,843 5,578 4.49 4,208 -8.94 0.1760
2023-07-18 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 124,265 2,603 2.14 4,621 -2.33 0.1837
2023-04-21 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 121,662 -5,070 -4.00 4,731 -5.25 0.1921
2023-02-10 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 126,732 8,349 7.05 4,993 11.08 0.1981
2022-10-14 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 118,383 7,896 7.15 4,495 -19.83 0.2025
2022-07-18 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 110,487 16,590 17.67 5,607 17.23 0.2395
2022-05-09 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 93,897 26,253 38.81 4,783 36.07 0.1899
2022-01-28 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 67,644 -8,090 -10.68 3,515 -14.06 0.1446
2021-10-27 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 75,734 -12,642 -14.30 4,090 -17.41 0.1887
2021-08-10 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 88,376 16,952 23.73 4,952 19.24 0.2323
2021-05-06 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 71,424 -11,098 -13.45 4,153 -14.34 0.2141
2021-02-04 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 82,522 -9,038 -9.87 4,848 -11.00 0.2494
2020-10-28 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 91,560 -2,490 -2.65 5,447 5.05 0.2878
2020-07-15 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 94,050 5,966 6.77 5,185 9.55 0.2928
2020-04-27 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 88,084 11,943 15.69 4,733 1.24 0.3296
2020-01-15 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 76,141 415 0.55 4,675 2.28 0.2751
2019-11-08 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 75,726 5,171 7.33 4,571 11.92 0.2807
2019-08-07 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 70,555 3,522 5.25 4,084 3.03 0.2642
2019-05-08 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 67,033 7,798 13.16 3,964 19.04 0.2752
2019-02-14 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 59,235 672 1.15 3,330 6.49 0.2511
2018-11-13 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 58,563 3,253 5.88 3,127 12.40 0.2504
2018-08-13 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 55,310 -797 -1.42 2,782 3.65 0.2485
2018-05-15 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 56,107 3,286 6.22 2,684 -4.01 0.2305
2018-02-09 2017-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 52,821 -14,449 -21.48 2,796 -16.01 0.2560
2017-10-19 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 67,270 -993 -1.45 3,329 9.18 0.2624
2017-07-27 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 68,263 6,965 11.36 3,049 2.04 0.2569
2017-04-12 2017-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 61,298 3,385 5.84 2,988 -3.33 0.2671
2017-02-09 2016-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 57,913 57,913 3,091 0.3297
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.