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Venturi Wealth Management, LLC: VIG position timeline

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

Venturi Wealth Management, LLC held 16,059 VIG 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 16,059 shares
    Change vs previous 13F -1,224 shares

    0.15% of the 13F portfolio, value $3,799,793.

    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 17,283 shares
    Change vs previous 13F -129 shares

    0.17% of the 13F portfolio, value $3,716,633.

    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 17,412 shares
    Change vs previous 13F -1,085 shares

    0.17% of the 13F portfolio, value $3,826,740.

    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 18,497 shares
    Change vs previous 13F -859 shares

    0.19% of the 13F portfolio, value $3,991,510.

    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 19,356 shares
    Change vs previous 13F -240 shares

    0.2% of the 13F portfolio, value $3,961,633.

    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 19,596 shares
    Change vs previous 13F +8 shares

    0.2% of the 13F portfolio, value $3,801,537.

    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 19,588 shares
    Change vs previous 13F +2,315 shares

    0.19% of the 13F portfolio, value $3,836,019.

    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 17,273 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,421,347.

    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).