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Venturi Wealth Management, LLC: USHY position timeline

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

Venturi Wealth Management, LLC held 30,448 USHY 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 30,448 shares
    Change vs previous 13F -1,285,700 shares

    0.04% of the 13F portfolio, value $1,127,134.

    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 1,316,148 shares
    Change vs previous 13F +1,291,408 shares

    2.18% of the 13F portfolio, value $48,486,866.

    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 24,740 shares
    Change vs previous 13F -2,192 shares

    0.04% of the 13F portfolio, value $925,132.

    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 26,932 shares
    Change vs previous 13F -1,322,398 shares

    0.05% of the 13F portfolio, value $1,017,470.

    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 1,349,330 shares
    Change vs previous 13F +1,319,246 shares

    2.5% of the 13F portfolio, value $50,613,379.

    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 30,084 shares
    Change vs previous 13F -1,368,512 shares

    0.06% of the 13F portfolio, value $1,107,401.

    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 1,398,596 shares
    Change vs previous 13F -326,188 shares

    2.53% of the 13F portfolio, value $51,454,346.

    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 1,724,784 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $64,938,142.

    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).