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Venturi Wealth Management, LLC: NVDA position timeline

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

Venturi Wealth Management, LLC held 340,034 NVDA 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 340,034 shares
    Change vs previous 13F +15,227 shares

    2.63% of the 13F portfolio, value $68,037,217.

    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 324,807 shares
    Change vs previous 13F +10,729 shares

    2.55% of the 13F portfolio, value $56,646,238.

    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 314,078 shares
    Change vs previous 13F +26,397 shares

    2.6% of the 13F portfolio, value $58,575,441.

    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 287,681 shares
    Change vs previous 13F -3,046 shares

    2.49% of the 13F portfolio, value $53,675,677.

    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 290,727 shares
    Change vs previous 13F -6,322 shares

    2.27% of the 13F portfolio, value $45,932,033.

    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 297,049 shares
    Change vs previous 13F +32,082 shares

    1.68% of the 13F portfolio, value $32,194,183.

    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 264,967 shares
    Change vs previous 13F +43,943 shares

    1.75% of the 13F portfolio, value $35,582,434.

    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 221,024 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $26,841,184.

    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).