Venturi Wealth Management, LLC: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Venturi Wealth Management, LLC on AMAT, newest first. How the timeline and the estimate are built.
Venturi Wealth Management, LLC held 12,535 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 12,535 sharesChange vs previous 13F -1,358 shares
0.35% of the 13F portfolio, value $9,062,726.
13F-HR 0001666363-26-000004 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,893 sharesChange vs previous 13F -11,865 shares
0.21% of the 13F portfolio, value $4,748,450.
13F-HR 0001666363-26-000003 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,758 sharesChange vs previous 13F +1,041 shares
0.29% of the 13F portfolio, value $6,619,334.
13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,717 sharesChange vs previous 13F -3,164 shares
0.23% of the 13F portfolio, value $5,060,533.
13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,881 sharesChange vs previous 13F +11,238 shares
0.25% of the 13F portfolio, value $5,104,261.
13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,643 sharesChange vs previous 13F +1,262 shares
0.13% of the 13F portfolio, value $2,415,246.
13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,381 sharesChange vs previous 13F +1,912 shares
0.12% of the 13F portfolio, value $2,501,425.
13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,469 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $2,721,423.
13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).