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Disclosery

Venturi Wealth Management, LLC: MLPX position timeline

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

Venturi Wealth Management, LLC held 32,351 MLPX 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 32,351 shares
    Change vs previous 13F +159 shares

    0.09% of the 13F portfolio, value $2,382,949.

    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 32,192 shares
    Change vs previous 13F -352 shares

    0.11% of the 13F portfolio, value $2,380,250.

    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 32,544 shares
    Change vs previous 13F -207 shares

    0.09% of the 13F portfolio, value $1,969,867.

    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 32,751 shares
    Change vs previous 13F -255 shares

    0.1% of the 13F portfolio, value $2,053,793.

    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 33,006 shares
    Change vs previous 13F -981 shares

    0.1% of the 13F portfolio, value $2,068,148.

    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 33,987 shares
    Change vs previous 13F -458 shares

    0.11% of the 13F portfolio, value $2,168,703.

    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 34,445 shares
    Change vs previous 13F -469 shares

    0.1% of the 13F portfolio, value $2,086,019.

    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 34,914 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,900,363.

    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).