Skip to content
Disclosery

Venturi Wealth Management, LLC: QUAL position timeline

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

Venturi Wealth Management, LLC held 9,106 QUAL 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 9,106 shares
    Change vs previous 13F +36 shares

    0.08% of the 13F portfolio, value $1,997,988.

    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 9,070 shares
    Change vs previous 13F -10,087 shares

    0.08% of the 13F portfolio, value $1,739,620.

    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 19,157 shares
    Change vs previous 13F +19 shares

    0.17% of the 13F portfolio, value $3,804,853.

    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 19,138 shares
    Change vs previous 13F +1,955 shares

    0.17% of the 13F portfolio, value $3,722,269.

    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 17,183 shares
    Change vs previous 13F -75 shares

    0.16% of the 13F portfolio, value $3,141,328.

    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 17,258 shares
    Change vs previous 13F +2,009 shares

    0.15% of the 13F portfolio, value $2,949,198.

    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 15,249 shares
    Change vs previous 13F -1,267 shares

    0.13% of the 13F portfolio, value $2,715,586.

    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 16,516 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,961,415.

    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).