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Disclosery

Venturi Wealth Management, LLC: KNSL position timeline

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

Venturi Wealth Management, LLC held 1,768 KNSL 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 1,768 shares
    Change vs previous 13F -829 shares

    0.02% of the 13F portfolio, value $583,103.

    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 2,597 shares
    Change vs previous 13F -562 shares

    0.04% of the 13F portfolio, value $887,291.

    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 3,159 shares
    Change vs previous 13F -205 shares

    0.05% of the 13F portfolio, value $1,235,548.

    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 3,364 shares
    Change vs previous 13F -656 shares

    0.07% of the 13F portfolio, value $1,430,572.

    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 4,020 shares
    Change vs previous 13F +1,178 shares

    0.1% of the 13F portfolio, value $1,945,276.

    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 2,842 shares
    Change vs previous 13F +670 shares

    0.07% of the 13F portfolio, value $1,383,228.

    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 2,172 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,010,261.

    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 2,172 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,011,217.

    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).