Skip to content
Disclosery

Venturi Wealth Management, LLC: IQDG position timeline

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

Venturi Wealth Management, LLC held 187,054 IQDG 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 187,054 shares
    Change vs previous 13F +17,820 shares

    0.31% of the 13F portfolio, value $8,058,287.

    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 169,234 shares
    Change vs previous 13F +4,018 shares

    0.31% of the 13F portfolio, value $6,793,053.

    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 165,216 shares
    Change vs previous 13F +213 shares

    0.3% of the 13F portfolio, value $6,853,161.

    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 165,003 shares
    Change vs previous 13F +1,927 shares

    0.31% of the 13F portfolio, value $6,580,319.

    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 163,076 shares
    Change vs previous 13F -7,138 shares

    0.32% of the 13F portfolio, value $6,464,333.

    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 170,214 shares
    Change vs previous 13F -17,402 shares

    0.32% of the 13F portfolio, value $6,073,236.

    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 187,616 shares
    Change vs previous 13F +257 shares

    0.32% of the 13F portfolio, value $6,418,345.

    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 187,359 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $7,335,106.

    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).