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Disclosery

Venturi Wealth Management, LLC: PM position timeline

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

Venturi Wealth Management, LLC held 22,726 PM 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 22,726 shares
    Change vs previous 13F +199 shares

    0.16% of the 13F portfolio, value $4,111,361.

    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 22,527 shares
    Change vs previous 13F +685 shares

    0.17% of the 13F portfolio, value $3,724,615.

    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 21,842 shares
    Change vs previous 13F +47 shares

    0.16% of the 13F portfolio, value $3,503,458.

    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 21,795 shares
    Change vs previous 13F -1,901 shares

    0.16% of the 13F portfolio, value $3,535,149.

    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 23,696 shares
    Change vs previous 13F +1,939 shares

    0.21% of the 13F portfolio, value $4,315,753.

    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 21,757 shares
    Change vs previous 13F +619 shares

    0.18% of the 13F portfolio, value $3,453,508.

    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 21,138 shares
    Change vs previous 13F +2,082 shares

    0.13% of the 13F portfolio, value $2,543,978.

    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 19,056 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,313,418.

    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).