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Disclosery

Venturi Wealth Management, LLC: DVY position timeline

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

Venturi Wealth Management, LLC held 4,621 DVY 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 4,621 shares
    Change vs previous 13F +278 shares

    0.03% of the 13F portfolio, value $722,263.

    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 4,343 shares
    Change vs previous 13F -1,237 shares

    0.03% of the 13F portfolio, value $657,575.

    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 5,580 shares
    Change vs previous 13F -1,310 shares

    0.03% of the 13F portfolio, value $787,562.

    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 6,890 shares
    Change vs previous 13F -1,855 shares

    0.05% of the 13F portfolio, value $979,069.

    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 8,745 shares
    Change vs previous 13F -1,447 shares

    0.06% of the 13F portfolio, value $1,161,424.

    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 10,192 shares
    Change vs previous 13F +5,124 shares

    0.07% of the 13F portfolio, value $1,368,684.

    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 5,068 shares
    Change vs previous 13F -16 shares

    0.03% of the 13F portfolio, value $665,378.

    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 5,084 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $686,697.

    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).