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Disclosery

Venturi Wealth Management, LLC: FAST position timeline

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

Venturi Wealth Management, LLC held 29,186 FAST 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 29,186 shares
    Change vs previous 13F +864 shares

    0.05% of the 13F portfolio, value $1,401,739.

    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 28,322 shares
    Change vs previous 13F +6,576 shares

    0.06% of the 13F portfolio, value $1,314,082.

    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 21,746 shares
    Change vs previous 13F +205 shares

    0.04% of the 13F portfolio, value $872,628.

    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 21,541 shares
    Change vs previous 13F -9,026 shares

    0.05% of the 13F portfolio, value $1,056,359.

    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 30,567 shares
    Change vs previous 13F +14,510 shares

    0.06% of the 13F portfolio, value $1,283,798.

    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 16,057 shares
    Change vs previous 13F +715 shares

    0.06% of the 13F portfolio, value $1,245,197.

    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 15,342 shares
    Change vs previous 13F -202 shares

    0.05% of the 13F portfolio, value $1,103,241.

    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 15,544 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,110,186.

    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).