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Venturi Wealth Management, LLC: IEMG position timeline

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

Venturi Wealth Management, LLC held 1,800,638 IEMG 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 1,800,638 shares
    Change vs previous 13F +576,875 shares

    5.77% of the 13F portfolio, value $149,164,765.

    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 1,223,763 shares
    Change vs previous 13F -520,919 shares

    3.84% of the 13F portfolio, value $85,357,429.

    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 1,744,682 shares
    Change vs previous 13F -667,663 shares

    5.21% of the 13F portfolio, value $117,277,486.

    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 2,412,345 shares
    Change vs previous 13F +1,068,396 shares

    7.38% of the 13F portfolio, value $159,021,745.

    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 1,343,949 shares
    Change vs previous 13F +41,815 shares

    3.99% of the 13F portfolio, value $80,677,284.

    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 1,302,134 shares
    Change vs previous 13F +1,287,251 shares

    3.66% of the 13F portfolio, value $70,276,138.

    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 14,883 shares
    Change vs previous 13F -293,050 shares

    0.04% of the 13F portfolio, value $777,196.

    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 307,933 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $17,678,422.

    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).