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Venturi Wealth Management, LLC: EFA position timeline

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

Venturi Wealth Management, LLC held 209,938 EFA 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 209,938 shares
    Change vs previous 13F +6,296 shares

    0.84% of the 13F portfolio, value $21,808,268.

    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 203,642 shares
    Change vs previous 13F +22,995 shares

    0.89% of the 13F portfolio, value $19,779,666.

    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 180,647 shares
    Change vs previous 13F +2,340 shares

    0.77% of the 13F portfolio, value $17,347,451.

    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 178,307 shares
    Change vs previous 13F +3,509 shares

    0.77% of the 13F portfolio, value $16,648,515.

    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 174,798 shares
    Change vs previous 13F -35,429 shares

    0.77% of the 13F portfolio, value $15,625,183.

    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 210,227 shares
    Change vs previous 13F +33,258 shares

    0.9% of the 13F portfolio, value $17,181,861.

    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 176,969 shares
    Change vs previous 13F +3,220 shares

    0.66% of the 13F portfolio, value $13,380,622.

    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 173,749 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $14,530,637.

    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).