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Disclosery

Venturi Wealth Management, LLC: EEMV position timeline

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

Venturi Wealth Management, LLC held 3,995 EEMV 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 3,995 shares
    Change vs previous 13F -539 shares

    0.01% of the 13F portfolio, value $300,736.

    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 4,534 shares
    Change vs previous 13F -231 shares

    0.01% of the 13F portfolio, value $293,478.

    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 4,765 shares
    Change vs previous 13F -4,776 shares

    0.01% of the 13F portfolio, value $305,140.

    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 9,541 shares
    Change vs previous 13F -294,757 shares

    0.03% of the 13F portfolio, value $608,987.

    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 304,298 shares
    Change vs previous 13F +193,062 shares

    0.94% of the 13F portfolio, value $19,109,921.

    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 111,236 shares
    Change vs previous 13F +110,667 shares

    0.34% of the 13F portfolio, value $6,489,509.

    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 569 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $32,997.

    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 569 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,677.

    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).