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Disclosery

Venturi Wealth Management, LLC: FSK position timeline

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

Venturi Wealth Management, LLC held 46,877 FSK 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 46,877 shares
    Change vs previous 13F -1,046 shares

    0.02% of the 13F portfolio, value $492,209.

    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 47,923 shares
    Change vs previous 13F -7,529 shares

    0.02% of the 13F portfolio, value $487,857.

    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 55,452 shares
    Change vs previous 13F -36,623 shares

    0.04% of the 13F portfolio, value $821,246.

    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 92,075 shares
    Change vs previous 13F +79 shares

    0.06% of the 13F portfolio, value $1,374,680.

    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 91,996 shares
    Change vs previous 13F -391 shares

    0.09% of the 13F portfolio, value $1,908,918.

    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 92,387 shares
    Change vs previous 13F +14,305 shares

    0.1% of the 13F portfolio, value $1,935,608.

    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 78,082 shares
    Change vs previous 13F +49,401 shares

    0.08% of the 13F portfolio, value $1,695,942.

    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 28,681 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $565,977.

    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).