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Disclosery

Venturi Wealth Management, LLC: LOW position timeline

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

Venturi Wealth Management, LLC held 9,759 LOW 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 9,759 shares
    Change vs previous 13F -1,693 shares

    0.08% of the 13F portfolio, value $2,151,432.

    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 11,452 shares
    Change vs previous 13F -534 shares

    0.12% of the 13F portfolio, value $2,705,517.

    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 11,986 shares
    Change vs previous 13F -326 shares

    0.13% of the 13F portfolio, value $2,890,168.

    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 12,312 shares
    Change vs previous 13F -804 shares

    0.14% of the 13F portfolio, value $3,094,231.

    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 13,116 shares
    Change vs previous 13F -1,070 shares

    0.14% of the 13F portfolio, value $2,910,132.

    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 14,186 shares
    Change vs previous 13F -1,237 shares

    0.17% of the 13F portfolio, value $3,308,685.

    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 15,423 shares
    Change vs previous 13F +5,245 shares

    0.19% of the 13F portfolio, value $3,806,390.

    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 10,178 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,756,605.

    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).