SEC 13F Intelligence

Lifeplan Financial, LLC / VZ

Lifeplan Financial, LLC’s Verizon Communications Inc Position

Does Lifeplan Financial, LLC own Verizon Communications Inc (VZ)? Yes — 36.0K shares worth $2M (+1.34% of its 13F portfolio) as of Q1 2026, up from 32.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
36.0K
% of Portfolio
+1.34%
Quarters Held
10
currently held

Position History VZ

Reported value by quarter
Q4 ’23: $767,402Q4 ’23Q1 ’24: $931,407Q2 ’24: $971,058Q2 ’24Q3 ’24: $1MQ4 ’24: $946,383Q4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.0K$2M+1.34%
Q4 202532.8K$1M+1.02%
Q3 202531.4K$1M+1.09%
Q2 202525.4K$1M+0.91%
Q1 202524.7K$1M+0.98%
Q4 202423.7K$946,383+0.84%
Q3 202422.8K$1M+0.88%
Q2 202423.5K$971,058+0.89%
Q1 202422.2K$931,407+0.85%
Q4 202320.4K$767,402+0.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of VZ.