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Disclosery

Venturi Wealth Management, LLC: AVEM position timeline

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

Venturi Wealth Management, LLC held 202,202 AVEM 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 202,202 shares
    Change vs previous 13F -1,344 shares

    0.75% of the 13F portfolio, value $19,510,454.

    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 203,546 shares
    Change vs previous 13F +7,629 shares

    0.74% of the 13F portfolio, value $16,401,689.

    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 195,917 shares
    Change vs previous 13F -89,528 shares

    0.67% of the 13F portfolio, value $15,089,507.

    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 285,445 shares
    Change vs previous 13F +281,564 shares

    1% of the 13F portfolio, value $21,439,784.

    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 3,881 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $266,012.

    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 3,866 shares
    Change vs previous 13F -124,975 shares

    0.01% of the 13F portfolio, value $232,626.

    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 128,841 shares
    Change vs previous 13F -167,731 shares

    0.37% of the 13F portfolio, value $7,574,536.

    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 296,572 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $19,158,539.

    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).