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Disclosery

Venturi Wealth Management, LLC: IUSV position timeline

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

Venturi Wealth Management, LLC held 44,127 IUSV 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 44,127 shares
    Change vs previous 13F -747,864 shares

    0.19% of the 13F portfolio, value $4,860,501.

    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 791,991 shares
    Change vs previous 13F -505,355 shares

    3.65% of the 13F portfolio, value $80,980,987.

    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 1,297,346 shares
    Change vs previous 13F +1,063,672 shares

    5.91% of the 13F portfolio, value $133,029,776.

    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 233,674 shares
    Change vs previous 13F -181,098 shares

    1.08% of the 13F portfolio, value $23,355,757.

    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 414,772 shares
    Change vs previous 13F -799,586 shares

    1.94% of the 13F portfolio, value $39,249,861.

    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 1,214,358 shares
    Change vs previous 13F +519,136 shares

    5.84% of the 13F portfolio, value $112,073,098.

    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 695,222 shares
    Change vs previous 13F -340,809 shares

    3.17% of the 13F portfolio, value $64,370,578.

    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 1,036,031 shares
    Change vs previous 13F not available

    5.18% of the 13F portfolio, value $98,930,593.

    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).