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Disclosery

Venturi Wealth Management, LLC: TSLA position timeline

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

Venturi Wealth Management, LLC held 22,826 TSLA 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 22,826 shares
    Change vs previous 13F -1,991 shares

    0.37% of the 13F portfolio, value $9,600,103.

    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 24,817 shares
    Change vs previous 13F +2,818 shares

    0.42% of the 13F portfolio, value $9,225,236.

    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 21,999 shares
    Change vs previous 13F +2,568 shares

    0.44% of the 13F portfolio, value $9,892,804.

    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 19,431 shares
    Change vs previous 13F +2,125 shares

    0.4% of the 13F portfolio, value $8,641,203.

    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 17,306 shares
    Change vs previous 13F +4,105 shares

    0.27% of the 13F portfolio, value $5,497,316.

    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 13,201 shares
    Change vs previous 13F -27 shares

    0.18% of the 13F portfolio, value $3,421,206.

    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 13,228 shares
    Change vs previous 13F -2,902 shares

    0.26% of the 13F portfolio, value $5,342,050.

    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 16,130 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,220,093.

    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).