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Disclosery

Venturi Wealth Management, LLC: MLI position timeline

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

Venturi Wealth Management, LLC held 152,999 MLI 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 152,999 shares
    Change vs previous 13F +1,019 shares

    0.73% of the 13F portfolio, value $18,808,052.

    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 151,980 shares
    Change vs previous 13F -26,901 shares

    0.76% of the 13F portfolio, value $16,839,277.

    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 178,881 shares
    Change vs previous 13F -509 shares

    0.91% of the 13F portfolio, value $20,535,517.

    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 179,390 shares
    Change vs previous 13F +768 shares

    0.84% of the 13F portfolio, value $18,138,143.

    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 178,622 shares
    Change vs previous 13F -2,361 shares

    0.7% of the 13F portfolio, value $14,195,098.

    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 180,983 shares
    Change vs previous 13F +7,655 shares

    0.72% of the 13F portfolio, value $13,780,078.

    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 173,328 shares
    Change vs previous 13F -3,273 shares

    0.68% of the 13F portfolio, value $13,755,318.

    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 176,601 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $13,086,105.

    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).