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Disclosery

Venturi Wealth Management, LLC: JMST position timeline

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

Venturi Wealth Management, LLC held 24,771 JMST 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 24,771 shares
    Change vs previous 13F +1,769 shares

    0.05% of the 13F portfolio, value $1,263,321.

    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 23,002 shares
    Change vs previous 13F +485 shares

    0.05% of the 13F portfolio, value $1,172,642.

    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 22,517 shares
    Change vs previous 13F -51,894 shares

    0.05% of the 13F portfolio, value $1,147,016.

    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 74,411 shares
    Change vs previous 13F +19,318 shares

    0.18% of the 13F portfolio, value $3,797,937.

    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 55,093 shares
    Change vs previous 13F -3,888 shares

    0.14% of the 13F portfolio, value $2,805,336.

    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 58,981 shares
    Change vs previous 13F +9,252 shares

    0.16% of the 13F portfolio, value $2,999,184.

    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 49,729 shares
    Change vs previous 13F +1,567 shares

    0.12% of the 13F portfolio, value $2,521,758.

    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 48,162 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,453,373.

    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).