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Disclosery

Venturi Wealth Management, LLC: MUB position timeline

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

Venturi Wealth Management, LLC held 37,081 MUB 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 37,081 shares
    Change vs previous 13F -1,680 shares

    0.15% of the 13F portfolio, value $3,990,658.

    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 38,761 shares
    Change vs previous 13F +5,126 shares

    0.19% of the 13F portfolio, value $4,114,383.

    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 33,635 shares
    Change vs previous 13F +2,727 shares

    0.16% of the 13F portfolio, value $3,602,546.

    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 30,908 shares
    Change vs previous 13F +6,162 shares

    0.15% of the 13F portfolio, value $3,291,401.

    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 24,746 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,585,470.

    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 24,746 shares
    Change vs previous 13F +2,310 shares

    0.14% of the 13F portfolio, value $2,609,227.

    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 22,436 shares
    Change vs previous 13F -795 shares

    0.12% of the 13F portfolio, value $2,390,565.

    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 23,231 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,523,593.

    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).