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Venturi Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Venturi Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Venturi Wealth Management, LLC held 245,010 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 245,010 shares
    Change vs previous 13F +10,024 shares

    2.74% of the 13F portfolio, value $70,895,655.

    13F-HR 0001666363-26-000004 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 234,986 shares
    Change vs previous 13F +3,744 shares

    2.69% of the 13F portfolio, value $59,636,909.

    13F-HR 0001666363-26-000003 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 231,242 shares
    Change vs previous 13F +13,682 shares

    2.79% of the 13F portfolio, value $62,865,158.

    13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 217,560 shares
    Change vs previous 13F +1,152 shares

    2.57% of the 13F portfolio, value $55,397,434.

    13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 216,408 shares
    Change vs previous 13F +2,943 shares

    2.19% of the 13F portfolio, value $44,400,563.

    13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 213,465 shares
    Change vs previous 13F -4,216 shares

    2.47% of the 13F portfolio, value $47,416,967.

    13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 217,681 shares
    Change vs previous 13F +23,179 shares

    2.68% of the 13F portfolio, value $54,511,592.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 194,502 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $45,318,986.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).