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Disclosery

Venturi Wealth Management, LLC: HOOD position timeline

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

Venturi Wealth Management, LLC held 24,445 HOOD 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 24,445 shares
    Change vs previous 13F +1,199 shares

    0.09% of the 13F portfolio, value $2,451,345.

    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 23,246 shares
    Change vs previous 13F +12,112 shares

    0.07% of the 13F portfolio, value $1,610,948.

    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 11,134 shares
    Change vs previous 13F -395 shares

    0.06% of the 13F portfolio, value $1,259,256.

    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 11,529 shares
    Change vs previous 13F -15,647 shares

    0.08% of the 13F portfolio, value $1,650,722.

    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 27,176 shares
    Change vs previous 13F +4,196 shares

    0.13% of the 13F portfolio, value $2,544,489.

    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 22,980 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $956,429.

    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).