Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership19,321 shares
Latest Disclosed Value $ 419,298
SOA Wealth Advisors, LLC. reports 12.05% increase in ownership of VZ / Verizon Communications Inc.

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 19,321 shares of Verizon Communications Inc. (MX:VZ) valued at $419,298 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 17,243 shares of Verizon Communications Inc.. This represents a change in shares of 12.05% 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)
2026-05-20 2026-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 19,321 2,078 12.05 419 63.04 0.0791
2026-01-20 2025-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 17,243 49 0.28 258 -6.55 0.0435
2025-10-21 2025-09-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 17,194 -40 -0.23 275 1.10 0.0472
2025-07-18 2025-06-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 17,234 10,119 142.22 273 -15.53 0.0512
2025-04-14 2025-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 7,115 -1,239 -14.83 323 -3.59 0.0674
2025-02-06 2024-12-31 13F/A-1 VERIZON COMMUNICATIONS INC COM Stock 92343V104 8,354 1,221 17.12 334 4.38 0.0615
2025-01-28 2024-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 8,354 1,221 334 0.0615
2024-11-20 2024-09-30 13F/A-1 VERIZON COMMUNICATIONS INC COM Stock 92343V104 7,133 346 5.10 320 14.70 0.0611
2024-10-09 2024-09-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 7,133 346 320 0.0611
2024-07-17 2024-06-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 6,787 -1,930 -22.14 280 -23.56 0.0563
2024-04-10 2024-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 8,717 -52 -0.59 366 10.61 0.0757
2024-02-13 2023-12-31 13F/A-1 VERIZON COMMUNICATIONS INC COM Stock 92343V104 8,769 -18,839 -68.24 331 -63.09 0.0736
2024-01-10 2023-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 8,769 -18,839 331 0.0736
2023-10-10 2023-09-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 27,608 -7,623 -21.64 895 -31.76 0.2225
2023-07-07 2023-06-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 35,231 -1,046 -2.88 1,310 -7.09 0.3069
2023-04-28 2023-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 36,277 -240 -0.66 1,411 -1.95 0.3476
2023-01-10 2022-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 36,517 -405 -1.10 1,439 2.64 0.3872
2022-10-07 2022-09-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 36,922 1,848 5.27 1,401 -21.29 0.4218
2022-07-13 2022-06-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 35,074 1,841 5.54 1,780 5.20 0.5245
2022-04-07 2022-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 33,233 21,053 172.85 1,692 166.04 0.4126
2022-01-13 2021-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 12,180 702 6.12 636 2.75 0.1540
2021-10-12 2021-09-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 11,478 426 3.85 619 0.00 0.1586
2021-07-14 2021-06-30 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 11,052 -160 -1.43 619 -4.92 0.1591
2021-04-26 2021-03-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 11,212 257 2.35 651 8.14 0.1821
2021-03-10 2020-12-31 13F VERIZON COMMUNICATIONS INC COM Stock 92343V104 10,955 10,955 602 0.1639
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.