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Disclosery

Venturi Wealth Management, LLC: ADSK position timeline

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

Venturi Wealth Management, LLC held 9,534 ADSK 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 9,534 shares
    Change vs previous 13F +993 shares

    0.07% of the 13F portfolio, value $1,853,602.

    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 8,541 shares
    Change vs previous 13F +126 shares

    0.09% of the 13F portfolio, value $2,044,716.

    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 8,415 shares
    Change vs previous 13F +106 shares

    0.11% of the 13F portfolio, value $2,490,925.

    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 8,309 shares
    Change vs previous 13F +1,025 shares

    0.12% of the 13F portfolio, value $2,639,520.

    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 7,284 shares
    Change vs previous 13F -1,349 shares

    0.11% of the 13F portfolio, value $2,254,908.

    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 8,633 shares
    Change vs previous 13F -25 shares

    0.12% of the 13F portfolio, value $2,260,120.

    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 8,658 shares
    Change vs previous 13F +5,810 shares

    0.13% of the 13F portfolio, value $2,559,046.

    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 2,848 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $784,568.

    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).