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Disclosery

Venturi Wealth Management, LLC: IMTM position timeline

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

Venturi Wealth Management, LLC held 157,490 IMTM 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 157,490 shares
    Change vs previous 13F +13,779 shares

    0.32% of the 13F portfolio, value $8,398,942.

    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 143,711 shares
    Change vs previous 13F -4,039 shares

    0.31% of the 13F portfolio, value $6,901,004.

    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 147,750 shares
    Change vs previous 13F +210 shares

    0.31% of the 13F portfolio, value $7,087,568.

    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 147,540 shares
    Change vs previous 13F +1,366 shares

    0.33% of the 13F portfolio, value $7,064,215.

    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 146,174 shares
    Change vs previous 13F -9,080 shares

    0.33% of the 13F portfolio, value $6,678,690.

    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 155,254 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,200,845.

    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).