SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / VZ

Swaine & Leidel Wealth Services, LLC’s Verizon Communications Inc Position

Does Swaine & Leidel Wealth Services, LLC own Verizon Communications Inc (VZ)? Yes — 3.6K shares worth $4M (+2.80% of its 13F portfolio) as of Q1 2022, down from 62.5K shares the prior filed quarter.

Position Value
$4M
Q1 2022
Shares
3.6K
% of Portfolio
+2.80%
Quarters Held
10
currently held

Position History VZ

Reported value by quarter
Q1 ’19: $250,000Q1 ’19Q2 ’19: $201,000Q3 ’19: $212,000Q3 ’19Q4 ’19: $216,000Q1 ’20: $2MQ1 ’20Q2 ’20: $3MQ3 ’20: $3MQ3 ’20Q4 ’20: $3MQ1 ’21: $4MQ1 ’21Q1 ’22: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20223.6K$4M+2.80%
Q1 202162.5K$4M+2.34%
Q4 202057.9K$3M+2.47%
Q3 202056.7K$3M+3.29%
Q2 202055.9K$3M+3.14%
Q1 202044.2K$2M+2.47%
Q4 20193.5K$216,000+0.18%
Q3 20193.5K$212,000+0.19%
Q2 20193.5K$201,000+0.21%
Q1 20194.2K$250,000+0.32%

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