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Disclosery

Venturi Wealth Management, LLC: MU position timeline

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

Venturi Wealth Management, LLC held 58,328 MU 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 58,328 shares
    Change vs previous 13F -2,943 shares

    2.6% of the 13F portfolio, value $67,326,741.

    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 61,271 shares
    Change vs previous 13F -77,734 shares

    0.93% of the 13F portfolio, value $20,699,614.

    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 139,005 shares
    Change vs previous 13F -10,546 shares

    1.76% of the 13F portfolio, value $39,673,322.

    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 149,551 shares
    Change vs previous 13F -6,389 shares

    1.16% of the 13F portfolio, value $25,022,857.

    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 155,940 shares
    Change vs previous 13F -3,771 shares

    0.95% of the 13F portfolio, value $19,219,545.

    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 159,711 shares
    Change vs previous 13F +42,757 shares

    0.72% of the 13F portfolio, value $13,877,280.

    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 116,954 shares
    Change vs previous 13F +5,496 shares

    0.48% of the 13F portfolio, value $9,842,821.

    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 111,458 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $11,559,282.

    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).