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Disclosery

Venturi Wealth Management, LLC: URI position timeline

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

Venturi Wealth Management, LLC held 24,727 URI 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 24,727 shares
    Change vs previous 13F +340 shares

    1.08% of the 13F portfolio, value $28,012,945.

    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 24,387 shares
    Change vs previous 13F +2,225 shares

    0.8% of the 13F portfolio, value $17,767,199.

    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 22,162 shares
    Change vs previous 13F +292 shares

    0.8% of the 13F portfolio, value $17,935,585.

    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 21,870 shares
    Change vs previous 13F -771 shares

    0.97% of the 13F portfolio, value $20,878,346.

    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 22,641 shares
    Change vs previous 13F -190 shares

    0.84% of the 13F portfolio, value $17,057,413.

    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 22,831 shares
    Change vs previous 13F +2,292 shares

    0.75% of the 13F portfolio, value $14,308,257.

    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 20,539 shares
    Change vs previous 13F +2,227 shares

    0.71% of the 13F portfolio, value $14,468,221.

    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 18,312 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $14,828,072.

    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).