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Disclosery

Venturi Wealth Management, LLC: NOW position timeline

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

Venturi Wealth Management, LLC held 37,341 NOW 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 37,341 shares
    Change vs previous 13F +10,951 shares

    0.14% of the 13F portfolio, value $3,707,216.

    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 26,390 shares
    Change vs previous 13F +4,101 shares

    0.12% of the 13F portfolio, value $2,759,075.

    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 22,289 shares
    Change vs previous 13F +18,039 shares

    0.15% of the 13F portfolio, value $3,414,453.

    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 4,250 shares
    Change vs previous 13F -385 shares

    0.18% of the 13F portfolio, value $3,911,190.

    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 4,635 shares
    Change vs previous 13F +910 shares

    0.24% of the 13F portfolio, value $4,765,151.

    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 3,725 shares
    Change vs previous 13F +271 shares

    0.15% of the 13F portfolio, value $2,965,622.

    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 3,454 shares
    Change vs previous 13F +586 shares

    0.18% of the 13F portfolio, value $3,661,655.

    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 2,868 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,565,111.

    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).