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Disclosery

Venturi Wealth Management, LLC: VMI position timeline

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

Venturi Wealth Management, LLC held 2,652 VMI 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 2,652 shares
    Change vs previous 13F +540 shares

    0.06% of the 13F portfolio, value $1,531,285.

    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 2,112 shares
    Change vs previous 13F +259 shares

    0.04% of the 13F portfolio, value $843,513.

    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 1,853 shares
    Change vs previous 13F -550 shares

    0.03% of the 13F portfolio, value $745,112.

    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 2,403 shares
    Change vs previous 13F -723 shares

    0.04% of the 13F portfolio, value $931,724.

    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 3,126 shares
    Change vs previous 13F -399 shares

    0.05% of the 13F portfolio, value $1,020,861.

    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 3,525 shares
    Change vs previous 13F +3,215 shares

    0.05% of the 13F portfolio, value $1,005,930.

    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 310 shares
    Change vs previous 13F +141 shares

    <0.01% of the 13F portfolio, value $95,069.

    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 169 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $49,003.

    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).