Verizon Communications shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Verizon Communications (VZ) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Verizon Communications
Tip: Access up to 7 years of quarterly data
All positions including Verizon Communications held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Verizon Communications by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 90k | 43.95 |
| 2025-06-30 | $4.0M | 93k | 43.27 |
| 2025-03-31 | $4.3M | 95k | 45.36 |
| 2024-12-31 | $5.0M | 126k | 39.99 |
| 2024-09-30 | $5.9M | 132k | 44.91 |
| 2024-06-30 | $5.6M | 137k | 41.24 |
| 2024-03-31 | $4.2M | 101k | 41.96 |
| 2023-09-30 | $375k | 12k | 32.41 |
| 2023-06-30 | $412k | 11k | 37.19 |
| 2023-03-31 | $420k | 11k | 38.89 |
| 2022-12-31 | $459k | 12k | 39.40 |
| 2022-09-30 | $576k | 15k | 37.97 |
| 2022-06-30 | $3.3M | 65k | 50.75 |
| 2022-03-31 | $3.0M | 58k | 50.94 |
| 2021-12-31 | $2.8M | 54k | 51.96 |
| 2021-09-30 | $2.8M | 53k | 54.04 |
| 2021-06-30 | $2.9M | 51k | 56.06 |
| 2021-03-31 | $3.3M | 56k | 58.16 |
| 2020-12-31 | $4.2M | 71k | 58.75 |
| 2020-09-30 | $4.1M | 69k | 59.48 |
| 2020-06-30 | $3.6M | 65k | 55.13 |
| 2020-03-31 | $1.4M | 26k | 53.70 |
| 2019-12-31 | $236k | 3.9k | 61.30 |
| 2019-09-30 | $242k | 4.0k | 60.29 |
| 2019-06-30 | $225k | 3.9k | 57.28 |
| 2019-03-31 | $227k | 3.8k | 59.24 |
| 2018-12-31 | $207k | 3.7k | 56.30 |
| 2017-03-31 | $906k | 19k | 48.73 |
| 2016-12-31 | $1000k | 19k | 53.36 |
| 2016-09-30 | $906k | 17k | 51.95 |
| 2016-06-30 | $889k | 16k | 55.87 |
| 2016-03-31 | $839k | 16k | 54.05 |
| 2015-12-31 | $302k | 6.5k | 46.16 |
| 2015-09-30 | $244k | 5.6k | 43.42 |
| 2015-06-30 | $252k | 5.4k | 46.54 |
| 2015-03-31 | $277k | 5.7k | 48.58 |
| 2014-12-31 | $239k | 5.1k | 46.72 |
| 2014-09-30 | $267k | 5.4k | 49.91 |
| 2014-06-30 | $261k | 5.3k | 48.89 |
| 2014-03-31 | $248k | 5.2k | 47.66 |
| 2013-12-31 | $224k | 4.6k | 49.04 |
| 2013-09-30 | $214k | 4.6k | 46.69 |
| 2013-06-30 | $206k | 4.1k | 50.42 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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