Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionKiley Juergens Wealth Management, Llc
Latest Disclosed Ownership17,774 shares
Latest Disclosed Value $ 892,251
Kiley Juergens Wealth Management, Llc reports 3.50% decrease in ownership of VZ / Verizon Communications Inc.

On April 28, 2026 - Kiley Juergens Wealth Management, Llc filed a 13F-HR form disclosing ownership of 17,774 shares of Verizon Communications Inc. (MX:VZ) valued at $892,251 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 18,418 shares of Verizon Communications Inc.. This represents a change in shares of -3.50% 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)
2026-04-28 2026-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 17,774 -644 -3.50 892 18.93 0.1574
2026-01-26 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,418 203 1.11 750 -6.25 0.1621
2025-10-22 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 18,215 -11,378 -38.45 801 -37.50 0.1762
2025-07-16 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 29,593 10,554 55.43 1,280 48.32 0.2955
2025-04-21 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 19,039 -281 -1.45 864 11.79 0.2297
2025-01-16 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 19,320 -104 -0.54 773 -11.47 0.1936
2024-10-15 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 19,424 767 4.11 872 13.39 0.2264
2024-07-23 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 18,657 632 3.51 769 1.72 0.2137
2024-04-19 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,025 -162 -0.89 756 10.36 0.2340
2024-01-30 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 18,187 -3,346 -15.54 686 -1.72 0.2294
2023-10-17 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 21,533 -2,865 -11.74 698 -23.15 0.2519
2023-07-26 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 24,398 -5,878 -19.41 907 -22.94 0.3130
2023-05-02 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 30,276 -1,948 -6.05 1,177 -7.25 0.4406
2023-02-06 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 32,224 -2,947 -8.38 1,270 -4.94 0.5320
2022-10-11 2022-09-30 13F Verizon Communications COM 92343V104 35,171 -2,367 -6.31 1,335 -29.92 0.6279
2022-07-29 2022-06-30 13F Verizon Communications COM 92343V104 37,538 -55,347 -59.59 1,905 -59.73 0.9019
2022-04-27 2022-03-31 13F/A-2 Verizon Communications COM 92343V104 92,885 55,754 150.15 4,731 145.26 1.8822
2022-04-12 2022-03-31 13F Verizon Communications COM 92343V104 35,717 -1,414 1,819 0.7238
2022-01-20 2021-12-31 13F Verizon Communications COM 92343V104 37,131 -2,119 -5.40 1,929 -8.97 0.7317
2021-10-13 2021-09-30 13F Verizon Communications COM 92343V104 39,250 3,511 9.82 2,119 5.84 0.9289
2021-07-22 2021-06-30 13F Verizon Communications COM 92343V104 35,739 214 0.60 2,002 -3.05 0.9176
2021-04-29 2021-03-31 13F Verizon Communications COM 92343V104 35,525 5,146 16.94 2,065 15.75 1.0784
2021-01-19 2020-12-31 13F Verizon Communications COM 92343V104 30,379 1,830 6.41 1,784 5.06 1.0551
2020-10-23 2020-09-30 13F Verizon Communications COM 92343V104 28,549 -6,221 -17.89 1,698 -11.38 1.2410
2020-07-14 2020-06-30 13F Verizon Communications COM 92343V104 34,770 2,213 6.80 1,916 9.55 1.5997
2020-04-17 2020-03-31 13F Verizon Communications COM 92343V104 32,557 2,761 9.27 1,749 -4.37 1.8040
2020-01-21 2019-12-31 13F Verizon Communications COM 92343V104 29,796 1,736 6.19 1,829 8.03 1.6064
2019-10-15 2019-09-30 13F Verizon Communications COM 92343V104 28,060 -4 -0.01 1,693 5.61 1.8530
2019-07-11 2019-06-30 13F Verizon Communications COM 92343V104 28,064 911 3.36 1,603 -0.12 1.8041
2019-04-12 2019-03-31 13F Verizon Communications COM 92343V104 27,153 -608 -2.19 1,605 2.88 1.9993
2019-01-15 2018-12-31 13F Verizon Communications COM 92343V104 27,761 1,496 5.70 1,560 11.27 2.1839
2018-10-10 2018-09-30 13F Verizon Communications COM 92343V104 26,265 3,541 15.58 1,402 22.66 1.0469
2018-07-23 2018-06-30 13F Verizon Communications COM 92343V104 22,724 959 4.41 1,143 9.90 1.0205
2018-04-23 2018-03-31 13F Verizon Communications COM 92343V104 21,765 -80 -0.37 1,040 -10.03 1.1284
2018-02-12 2017-12-31 13F Verizon Communicatio COM 92343V104 21,845 21,845 1,156 1.0406
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.