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Disclosery

Venturi Wealth Management, LLC: TNL position timeline

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

Venturi Wealth Management, LLC held 9,638 TNL 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 9,638 shares
    Change vs previous 13F -288 shares

    0.03% of the 13F portfolio, value $736,633.

    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 9,926 shares
    Change vs previous 13F +562 shares

    0.03% of the 13F portfolio, value $686,780.

    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 9,364 shares
    Change vs previous 13F +583 shares

    0.03% of the 13F portfolio, value $660,444.

    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 8,781 shares
    Change vs previous 13F +1,270 shares

    0.02% of the 13F portfolio, value $522,382.

    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 7,511 shares
    Change vs previous 13F +1,373 shares

    0.02% of the 13F portfolio, value $387,642.

    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 6,138 shares
    Change vs previous 13F +772 shares

    0.01% of the 13F portfolio, value $284,129.

    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 5,366 shares
    Change vs previous 13F +2,865 shares

    0.01% of the 13F portfolio, value $270,716.

    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 2,501 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $115,247.

    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).