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Disclosery

Venturi Wealth Management, LLC: IJH position timeline

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

Venturi Wealth Management, LLC held 15,345 IJH 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 15,345 shares
    Change vs previous 13F -1,242 shares

    0.05% of the 13F portfolio, value $1,183,254.

    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 16,587 shares
    Change vs previous 13F -2,358 shares

    0.05% of the 13F portfolio, value $1,120,122.

    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 18,945 shares
    Change vs previous 13F -6,855 shares

    0.06% of the 13F portfolio, value $1,250,370.

    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 25,800 shares
    Change vs previous 13F +7,537 shares

    0.08% of the 13F portfolio, value $1,683,708.

    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 18,263 shares
    Change vs previous 13F +443 shares

    0.06% of the 13F portfolio, value $1,132,671.

    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 17,820 shares
    Change vs previous 13F -1,560 shares

    0.05% of the 13F portfolio, value $1,039,798.

    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 19,380 shares
    Change vs previous 13F +5,130 shares

    0.06% of the 13F portfolio, value $1,207,563.

    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 14,250 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $888,061.

    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).