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Disclosery

Venturi Wealth Management, LLC: EFV position timeline

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

Venturi Wealth Management, LLC held 35,088 EFV 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 35,088 shares
    Change vs previous 13F +213 shares

    0.1% of the 13F portfolio, value $2,685,947.

    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 34,875 shares
    Change vs previous 13F +2,815 shares

    0.12% of the 13F portfolio, value $2,592,887.

    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 32,060 shares
    Change vs previous 13F +47 shares

    0.1% of the 13F portfolio, value $2,289,338.

    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 32,013 shares
    Change vs previous 13F +3,540 shares

    0.1% of the 13F portfolio, value $2,171,452.

    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 28,473 shares
    Change vs previous 13F -391 shares

    0.09% of the 13F portfolio, value $1,807,476.

    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 28,864 shares
    Change vs previous 13F -12,323 shares

    0.09% of the 13F portfolio, value $1,701,234.

    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 41,187 shares
    Change vs previous 13F +24,769 shares

    0.11% of the 13F portfolio, value $2,161,099.

    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 16,418 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $944,559.

    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).