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Disclosery

Venturi Wealth Management, LLC: IJR position timeline

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

Venturi Wealth Management, LLC held 510,727 IJR 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 510,727 shares
    Change vs previous 13F +371,632 shares

    2.93% of the 13F portfolio, value $75,745,739.

    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 139,095 shares
    Change vs previous 13F +118,592 shares

    0.78% of the 13F portfolio, value $17,290,772.

    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 20,503 shares
    Change vs previous 13F -2,726 shares

    0.11% of the 13F portfolio, value $2,463,923.

    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 23,229 shares
    Change vs previous 13F -113,805 shares

    0.13% of the 13F portfolio, value $2,760,323.

    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 137,034 shares
    Change vs previous 13F +111,306 shares

    0.74% of the 13F portfolio, value $14,976,461.

    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 25,728 shares
    Change vs previous 13F -933,089 shares

    0.14% of the 13F portfolio, value $2,690,315.

    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 958,817 shares
    Change vs previous 13F +129,943 shares

    5.44% of the 13F portfolio, value $110,474,819.

    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 828,874 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $96,945,152.

    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).