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Disclosery

Venturi Wealth Management, LLC: ADP position timeline

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

Venturi Wealth Management, LLC held 4,179 ADP 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 4,179 shares
    Change vs previous 13F -167 shares

    0.04% of the 13F portfolio, value $935,620.

    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 4,346 shares
    Change vs previous 13F -1,636 shares

    0.04% of the 13F portfolio, value $882,718.

    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 5,982 shares
    Change vs previous 13F +58 shares

    0.07% of the 13F portfolio, value $1,538,426.

    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 5,924 shares
    Change vs previous 13F -1,477 shares

    0.08% of the 13F portfolio, value $1,738,904.

    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 7,401 shares
    Change vs previous 13F -280 shares

    0.11% of the 13F portfolio, value $2,282,683.

    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 7,681 shares
    Change vs previous 13F -209 shares

    0.12% of the 13F portfolio, value $2,346,982.

    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 7,890 shares
    Change vs previous 13F +1,092 shares

    0.11% of the 13F portfolio, value $2,309,706.

    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 6,798 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,881,154.

    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).