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Disclosery

Venturi Wealth Management, LLC: SNOW position timeline

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

Venturi Wealth Management, LLC held 1,939 SNOW 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 1,939 shares
    Change vs previous 13F +220 shares

    0.02% of the 13F portfolio, value $493,476.

    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 1,719 shares
    Change vs previous 13F -547 shares

    0.01% of the 13F portfolio, value $259,260.

    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 2,266 shares
    Change vs previous 13F -1,344 shares

    0.02% of the 13F portfolio, value $497,071.

    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 3,610 shares
    Change vs previous 13F +112 shares

    0.04% of the 13F portfolio, value $814,235.

    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 3,498 shares
    Change vs previous 13F -44 shares

    0.04% of the 13F portfolio, value $782,747.

    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 3,542 shares
    Change vs previous 13F -113 shares

    0.03% of the 13F portfolio, value $517,700.

    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 3,655 shares
    Change vs previous 13F +3,114 shares

    0.03% of the 13F portfolio, value $564,369.

    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 541 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $62,140.

    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).