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Venturi Wealth Management, LLC: AESI position timeline

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

Venturi Wealth Management, LLC held 1,086,254 AESI 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 1,086,254 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $18,042,680.

    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 1,086,254 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $14,251,653.

    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 1,086,254 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $10,232,514.

    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 1,086,254 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $12,350,708.

    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 1,086,254 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $14,523,216.

    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 1,086,254 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $19,378,772.

    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 1,086,254 shares
    Change vs previous 13F -116,500 shares

    1.19% of the 13F portfolio, value $24,093,114.

    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 1,202,754 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $26,220,038.

    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).