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Disclosery

Venturi Wealth Management, LLC: QTWO position timeline

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

Venturi Wealth Management, LLC held 55,305 QTWO 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 55,305 shares
    Change vs previous 13F -1,925 shares

    0.1% of the 13F portfolio, value $2,660,125.

    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 57,230 shares
    Change vs previous 13F -3,492 shares

    0.12% of the 13F portfolio, value $2,706,934.

    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 60,722 shares
    Change vs previous 13F -81,650 shares

    0.19% of the 13F portfolio, value $4,381,631.

    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 142,372 shares
    Change vs previous 13F -26,817 shares

    0.48% of the 13F portfolio, value $10,306,311.

    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 169,189 shares
    Change vs previous 13F -42,598 shares

    0.78% of the 13F portfolio, value $15,834,402.

    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 211,787 shares
    Change vs previous 13F -68,760 shares

    0.88% of the 13F portfolio, value $16,945,082.

    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 280,547 shares
    Change vs previous 13F -328,174 shares

    1.39% of the 13F portfolio, value $28,237,059.

    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 608,721 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $48,557,675.

    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).