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Venturi Wealth Management, LLC: DHI position timeline

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

Venturi Wealth Management, LLC held 5,939 DHI 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 5,939 shares
    Change vs previous 13F +320 shares

    0.04% of the 13F portfolio, value $967,335.

    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 5,619 shares
    Change vs previous 13F -980 shares

    0.03% of the 13F portfolio, value $771,031.

    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 6,599 shares
    Change vs previous 13F -487 shares

    0.04% of the 13F portfolio, value $950,446.

    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 7,086 shares
    Change vs previous 13F +389 shares

    0.06% of the 13F portfolio, value $1,200,854.

    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 6,697 shares
    Change vs previous 13F -949 shares

    0.04% of the 13F portfolio, value $863,369.

    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 7,646 shares
    Change vs previous 13F -65,369 shares

    0.05% of the 13F portfolio, value $972,028.

    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 73,015 shares
    Change vs previous 13F +2,049 shares

    0.5% of the 13F portfolio, value $10,209,012.

    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 70,966 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $13,538,186.

    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).