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Venturi Wealth Management, LLC: TXN position timeline

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

Venturi Wealth Management, LLC held 106,151 TXN 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 106,151 shares
    Change vs previous 13F -2,275 shares

    1.22% of the 13F portfolio, value $31,640,180.

    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 108,426 shares
    Change vs previous 13F +17,401 shares

    0.95% of the 13F portfolio, value $21,049,713.

    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 91,025 shares
    Change vs previous 13F -1,012 shares

    0.7% of the 13F portfolio, value $15,791,872.

    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 92,037 shares
    Change vs previous 13F +1,955 shares

    0.78% of the 13F portfolio, value $16,909,982.

    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 90,082 shares
    Change vs previous 13F -3,523 shares

    0.92% of the 13F portfolio, value $18,702,878.

    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 93,605 shares
    Change vs previous 13F +17,789 shares

    0.88% of the 13F portfolio, value $16,820,695.

    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 75,816 shares
    Change vs previous 13F +807 shares

    0.7% of the 13F portfolio, value $14,216,197.

    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 75,009 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $15,494,594.

    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).