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Disclosery

Venturi Wealth Management, LLC: ST position timeline

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

Venturi Wealth Management, LLC held 11,695 ST 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 11,695 shares
    Change vs previous 13F +5,647 shares

    0.02% of the 13F portfolio, value $558,321.

    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 6,048 shares
    Change vs previous 13F -4,474 shares

    0.01% of the 13F portfolio, value $213,011.

    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 10,522 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $350,278.

    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 10,588 shares
    Change vs previous 13F +1,015 shares

    0.02% of the 13F portfolio, value $323,463.

    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 9,573 shares
    Change vs previous 13F -294 shares

    0.01% of the 13F portfolio, value $288,243.

    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 9,867 shares
    Change vs previous 13F +7,841 shares

    0.01% of the 13F portfolio, value $239,473.

    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 2,026 shares
    Change vs previous 13F +817 shares

    <0.01% of the 13F portfolio, value $55,513.

    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 1,209 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $43,356.

    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).