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Disclosery

Venturi Wealth Management, LLC: CNS position timeline

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

Venturi Wealth Management, LLC held 4,891 CNS 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 4,891 shares
    Change vs previous 13F +373 shares

    0.01% of the 13F portfolio, value $372,368.

    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 4,518 shares
    Change vs previous 13F -1,661 shares

    0.01% of the 13F portfolio, value $282,581.

    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 6,179 shares
    Change vs previous 13F -446 shares

    0.02% of the 13F portfolio, value $387,898.

    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 6,625 shares
    Change vs previous 13F -39 shares

    0.02% of the 13F portfolio, value $434,686.

    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 6,664 shares
    Change vs previous 13F +2,075 shares

    0.02% of the 13F portfolio, value $502,133.

    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 4,589 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $368,268.

    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 4,559 shares
    Change vs previous 13F +866 shares

    0.02% of the 13F portfolio, value $420,979.

    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 3,693 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $354,344.

    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).