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Venturi Wealth Management, LLC: VRTX position timeline

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

Venturi Wealth Management, LLC held 3,420 VRTX 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 3,420 shares
    Change vs previous 13F -477 shares

    0.07% of the 13F portfolio, value $1,698,818.

    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 3,897 shares
    Change vs previous 13F -1,733 shares

    0.08% of the 13F portfolio, value $1,740,167.

    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 5,630 shares
    Change vs previous 13F -158 shares

    0.11% of the 13F portfolio, value $2,552,418.

    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 5,788 shares
    Change vs previous 13F -83 shares

    0.11% of the 13F portfolio, value $2,266,812.

    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 5,871 shares
    Change vs previous 13F -34 shares

    0.13% of the 13F portfolio, value $2,613,770.

    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 5,905 shares
    Change vs previous 13F -207 shares

    0.15% of the 13F portfolio, value $2,862,863.

    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 6,112 shares
    Change vs previous 13F +3,580 shares

    0.12% of the 13F portfolio, value $2,461,303.

    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 2,532 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,177,583.

    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).