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Disclosery

Venturi Wealth Management, LLC: LCTU position timeline

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

Venturi Wealth Management, LLC held 10,668 LCTU 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 10,668 shares
    Change vs previous 13F +94 shares

    0.03% of the 13F portfolio, value $855,147.

    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 10,574 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $741,632.

    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 10,566 shares
    Change vs previous 13F +84 shares

    0.03% of the 13F portfolio, value $782,845.

    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 10,482 shares
    Change vs previous 13F -274 shares

    0.04% of the 13F portfolio, value $760,770.

    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 10,756 shares
    Change vs previous 13F -213 shares

    0.04% of the 13F portfolio, value $723,578.

    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 10,969 shares
    Change vs previous 13F -1,159 shares

    0.03% of the 13F portfolio, value $664,777.

    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 12,128 shares
    Change vs previous 13F -109 shares

    0.04% of the 13F portfolio, value $776,799.

    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 12,237 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $767,750.

    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).