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Disclosery

Venturi Wealth Management, LLC: RPM position timeline

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

Venturi Wealth Management, LLC held 6,646 RPM 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 6,646 shares
    Change vs previous 13F -599 shares

    0.03% of the 13F portfolio, value $738,584.

    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 7,245 shares
    Change vs previous 13F +507 shares

    0.03% of the 13F portfolio, value $720,039.

    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 6,738 shares
    Change vs previous 13F +614 shares

    0.03% of the 13F portfolio, value $700,627.

    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 6,124 shares
    Change vs previous 13F -1,555 shares

    0.03% of the 13F portfolio, value $721,865.

    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 7,679 shares
    Change vs previous 13F -2,085 shares

    0.04% of the 13F portfolio, value $843,537.

    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 9,764 shares
    Change vs previous 13F +391 shares

    0.06% of the 13F portfolio, value $1,129,573.

    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 9,373 shares
    Change vs previous 13F -60 shares

    0.06% of the 13F portfolio, value $1,153,430.

    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 9,433 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,141,416.

    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).