Skip to content
Disclosery

Venturi Wealth Management, LLC: V position timeline

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

Venturi Wealth Management, LLC held 78,282 V 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 78,282 shares
    Change vs previous 13F +845 shares

    1.04% of the 13F portfolio, value $26,857,659.

    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 77,437 shares
    Change vs previous 13F +10,271 shares

    1.05% of the 13F portfolio, value $23,404,254.

    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 67,166 shares
    Change vs previous 13F +457 shares

    1.05% of the 13F portfolio, value $23,555,712.

    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 66,709 shares
    Change vs previous 13F +1,043 shares

    1.06% of the 13F portfolio, value $22,773,109.

    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 65,666 shares
    Change vs previous 13F +624 shares

    1.15% of the 13F portfolio, value $23,314,894.

    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 65,042 shares
    Change vs previous 13F -4,568 shares

    1.19% of the 13F portfolio, value $22,794,663.

    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 69,610 shares
    Change vs previous 13F +2,617 shares

    1.08% of the 13F portfolio, value $21,999,438.

    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 66,993 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $18,419,747.

    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).