Venturi Wealth Management, LLC: LEU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Venturi Wealth Management, LLC on LEU, newest first. How the timeline and the estimate are built.
Venturi Wealth Management, LLC held 0 LEU shares at 2025-12-31 per its 13F-HR filed 2026-01-22.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,800 shares
13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,800 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $558,126.
13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,800 sharesChange vs previous 13F +1,800 shares
0.02% of the 13F portfolio, value $329,724.
13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -1,700 shares
13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 1,700 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $113,237.
13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).