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Disclosery

Venturi Wealth Management, LLC: STIP position timeline

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

Venturi Wealth Management, LLC held 2,254 STIP 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 2,254 shares
    Change vs previous 13F -60 shares

    0.01% of the 13F portfolio, value $230,191.

    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 2,314 shares
    Change vs previous 13F +354 shares

    0.01% of the 13F portfolio, value $239,255.

    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 1,960 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,603.

    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).