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Disclosery

Venturi Wealth Management, LLC: TTE position timeline

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

Venturi Wealth Management, LLC held 110,623 TTE 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 110,623 shares
    Change vs previous 13F +2,632 shares

    0.33% of the 13F portfolio, value $8,601,992.

    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 107,991 shares
    Change vs previous 13F +5,983 shares

    0.44% of the 13F portfolio, value $9,824,960.

    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 102,008 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $6,673,320.

    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).