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Disclosery

Venturi Wealth Management, LLC: MAS position timeline

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

Venturi Wealth Management, LLC held 8,094 MAS 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 8,094 shares
    Change vs previous 13F +2,329 shares

    0.03% of the 13F portfolio, value $658,610.

    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 5,765 shares
    Change vs previous 13F -1,431 shares

    0.02% of the 13F portfolio, value $348,034.

    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 7,196 shares
    Change vs previous 13F -898 shares

    0.02% of the 13F portfolio, value $456,659.

    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 8,094 shares
    Change vs previous 13F +1,759 shares

    0.03% of the 13F portfolio, value $569,737.

    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 6,335 shares
    Change vs previous 13F +856 shares

    0.02% of the 13F portfolio, value $407,720.

    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 5,479 shares
    Change vs previous 13F +242 shares

    0.02% of the 13F portfolio, value $381,010.

    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 5,237 shares
    Change vs previous 13F +4,641 shares

    0.02% of the 13F portfolio, value $380,050.

    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 596 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $50,029.

    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).