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Disclosery

Venturi Wealth Management, LLC: DB position timeline

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

Venturi Wealth Management, LLC held 20,261 DB 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 20,261 shares
    Change vs previous 13F -12,258 shares

    0.03% of the 13F portfolio, value $684,056.

    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 32,519 shares
    Change vs previous 13F -8,555 shares

    0.04% of the 13F portfolio, value $968,083.

    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 41,074 shares
    Change vs previous 13F +4,148 shares

    0.07% of the 13F portfolio, value $1,583,962.

    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 36,926 shares
    Change vs previous 13F -5,543 shares

    0.06% of the 13F portfolio, value $1,307,463.

    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 42,469 shares
    Change vs previous 13F +509 shares

    0.06% of the 13F portfolio, value $1,243,597.

    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 41,960 shares
    Change vs previous 13F +8,970 shares

    0.05% of the 13F portfolio, value $999,907.

    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 32,990 shares
    Change vs previous 13F +513 shares

    0.03% of the 13F portfolio, value $562,481.

    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 32,477 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $562,177.

    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).