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Venturi Wealth Management, LLC: MUFG position timeline

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

Venturi Wealth Management, LLC held 57,693 MUFG 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 57,693 shares
    Change vs previous 13F +6,512 shares

    0.04% of the 13F portfolio, value $1,147,515.

    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 51,181 shares
    Change vs previous 13F +5,906 shares

    0.04% of the 13F portfolio, value $868,542.

    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 45,275 shares
    Change vs previous 13F +21,957 shares

    0.03% of the 13F portfolio, value $718,062.

    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 23,318 shares
    Change vs previous 13F +5,920 shares

    0.02% of the 13F portfolio, value $371,689.

    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 17,398 shares
    Change vs previous 13F +6,149 shares

    0.01% of the 13F portfolio, value $238,700.

    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 11,249 shares
    Change vs previous 13F +5,561 shares

    0.01% of the 13F portfolio, value $153,325.

    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 5,688 shares
    Change vs previous 13F +396 shares

    <0.01% of the 13F portfolio, value $66,665.

    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 5,292 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $53,874.

    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).