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Disclosery

Venturi Wealth Management, LLC: EMB position timeline

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

Venturi Wealth Management, LLC held 12,763 EMB 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 12,763 shares
    Change vs previous 13F -418,706 shares

    0.05% of the 13F portfolio, value $1,230,767.

    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 431,469 shares
    Change vs previous 13F +418,305 shares

    1.83% of the 13F portfolio, value $40,527,796.

    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 13,164 shares
    Change vs previous 13F -1,122 shares

    0.06% of the 13F portfolio, value $1,267,312.

    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 14,286 shares
    Change vs previous 13F -714,374 shares

    0.06% of the 13F portfolio, value $1,359,918.

    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 728,660 shares
    Change vs previous 13F +713,532 shares

    3.33% of the 13F portfolio, value $67,488,547.

    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 15,128 shares
    Change vs previous 13F -552,156 shares

    0.07% of the 13F portfolio, value $1,370,475.

    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 567,284 shares
    Change vs previous 13F +208,043 shares

    2.49% of the 13F portfolio, value $50,512,043.

    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 359,241 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $33,617,736.

    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).