Skip to content
Disclosery

Venturi Wealth Management, LLC: T position timeline

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

Venturi Wealth Management, LLC held 19,388 T 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 19,388 shares
    Change vs previous 13F -7,892 shares

    0.02% of the 13F portfolio, value $401,333.

    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 27,280 shares
    Change vs previous 13F +4,807 shares

    0.04% of the 13F portfolio, value $790,848.

    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 22,473 shares
    Change vs previous 13F -1,950 shares

    0.02% of the 13F portfolio, value $558,230.

    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 24,423 shares
    Change vs previous 13F +1,859 shares

    0.03% of the 13F portfolio, value $689,706.

    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 22,564 shares
    Change vs previous 13F +3,787 shares

    0.03% of the 13F portfolio, value $653,002.

    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 18,777 shares
    Change vs previous 13F -4,610 shares

    0.03% of the 13F portfolio, value $531,014.

    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 23,387 shares
    Change vs previous 13F +8,349 shares

    0.03% of the 13F portfolio, value $532,523.

    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 15,038 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $330,836.

    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).