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Venturi Wealth Management, LLC: MBB position timeline

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

Venturi Wealth Management, LLC held 14,819 MBB 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 14,819 shares
    Change vs previous 13F +65 shares

    0.05% of the 13F portfolio, value $1,400,638.

    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 14,754 shares
    Change vs previous 13F +2,840 shares

    0.06% of the 13F portfolio, value $1,400,804.

    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 11,914 shares
    Change vs previous 13F +63 shares

    0.05% of the 13F portfolio, value $1,134,412.

    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 11,851 shares
    Change vs previous 13F +1,363 shares

    0.05% of the 13F portfolio, value $1,127,603.

    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 10,488 shares
    Change vs previous 13F -55 shares

    0.05% of the 13F portfolio, value $984,753.

    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 10,543 shares
    Change vs previous 13F -4,248 shares

    0.05% of the 13F portfolio, value $988,752.

    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 14,791 shares
    Change vs previous 13F +96 shares

    0.07% of the 13F portfolio, value $1,356,128.

    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 14,695 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,407,908.

    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).