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Disclosery

Venturi Wealth Management, LLC: ODFL position timeline

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

Venturi Wealth Management, LLC held 2,150 ODFL 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 2,150 shares
    Change vs previous 13F +67 shares

    0.02% of the 13F portfolio, value $465,690.

    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 2,083 shares
    Change vs previous 13F +134 shares

    0.02% of the 13F portfolio, value $407,019.

    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 1,949 shares
    Change vs previous 13F +523 shares

    0.01% of the 13F portfolio, value $305,604.

    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 1,426 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $200,752.

    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 1,876 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $304,475.

    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 1,921 shares
    Change vs previous 13F -7,740 shares

    0.02% of the 13F portfolio, value $317,830.

    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 9,661 shares
    Change vs previous 13F +332 shares

    0.08% of the 13F portfolio, value $1,704,205.

    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 9,329 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,853,116.

    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).