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Disclosery

Venturi Wealth Management, LLC: IUSB position timeline

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

Venturi Wealth Management, LLC held 93,936 IUSB 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 93,936 shares
    Change vs previous 13F +1,211 shares

    0.17% of the 13F portfolio, value $4,335,109.

    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 92,725 shares
    Change vs previous 13F -23,920 shares

    0.19% of the 13F portfolio, value $4,282,935.

    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 116,645 shares
    Change vs previous 13F +1,381 shares

    0.24% of the 13F portfolio, value $5,428,614.

    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 115,264 shares
    Change vs previous 13F +13,020 shares

    0.25% of the 13F portfolio, value $5,383,970.

    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 102,244 shares
    Change vs previous 13F -507 shares

    0.23% of the 13F portfolio, value $4,726,731.

    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 102,751 shares
    Change vs previous 13F -2,338 shares

    0.25% of the 13F portfolio, value $4,734,766.

    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 105,089 shares
    Change vs previous 13F -3,541 shares

    0.23% of the 13F portfolio, value $4,750,033.

    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 108,630 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,118,649.

    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).