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Venturi Wealth Management, LLC: IEFA position timeline

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

Venturi Wealth Management, LLC held 789,088 IEFA 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 789,088 shares
    Change vs previous 13F -434,251 shares

    2.95% of the 13F portfolio, value $76,210,075.

    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 1,223,339 shares
    Change vs previous 13F +677,963 shares

    4.99% of the 13F portfolio, value $110,748,807.

    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 545,376 shares
    Change vs previous 13F -719,890 shares

    2.17% of the 13F portfolio, value $48,789,265.

    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 1,265,266 shares
    Change vs previous 13F +372,064 shares

    5.13% of the 13F portfolio, value $110,470,322.

    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 893,202 shares
    Change vs previous 13F -1,121,346 shares

    3.68% of the 13F portfolio, value $74,564,536.

    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 2,014,548 shares
    Change vs previous 13F +1,768,285 shares

    7.94% of the 13F portfolio, value $152,400,497.

    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 246,263 shares
    Change vs previous 13F -4,049 shares

    0.85% of the 13F portfolio, value $17,307,355.

    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 250,312 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $19,536,867.

    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).