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Disclosery

Venturi Wealth Management, LLC: NVS position timeline

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

Venturi Wealth Management, LLC held 17,084 NVS 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 17,084 shares
    Change vs previous 13F +581 shares

    0.1% of the 13F portfolio, value $2,677,405.

    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 16,503 shares
    Change vs previous 13F +1,425 shares

    0.11% of the 13F portfolio, value $2,520,834.

    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 15,078 shares
    Change vs previous 13F +1,510 shares

    0.09% of the 13F portfolio, value $2,078,805.

    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 13,568 shares
    Change vs previous 13F +611 shares

    0.08% of the 13F portfolio, value $1,739,960.

    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 12,957 shares
    Change vs previous 13F +1,081 shares

    0.08% of the 13F portfolio, value $1,567,927.

    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 11,876 shares
    Change vs previous 13F +245 shares

    0.07% of the 13F portfolio, value $1,323,937.

    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 11,631 shares
    Change vs previous 13F +5,983 shares

    0.06% of the 13F portfolio, value $1,131,813.

    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 5,648 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $649,634.

    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).