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Disclosery

Venturi Wealth Management, LLC: VST position timeline

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

Venturi Wealth Management, LLC held 6,450 VST 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 6,450 shares
    Change vs previous 13F -502 shares

    0.04% of the 13F portfolio, value $1,023,066.

    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 6,952 shares
    Change vs previous 13F +448 shares

    0.05% of the 13F portfolio, value $1,044,999.

    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 6,504 shares
    Change vs previous 13F -289 shares

    0.05% of the 13F portfolio, value $1,049,186.

    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 6,793 shares
    Change vs previous 13F -1,789 shares

    0.06% of the 13F portfolio, value $1,330,949.

    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 8,582 shares
    Change vs previous 13F -163 shares

    0.08% of the 13F portfolio, value $1,663,339.

    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 8,745 shares
    Change vs previous 13F -4,430 shares

    0.05% of the 13F portfolio, value $1,027,049.

    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 13,175 shares
    Change vs previous 13F +47 shares

    0.09% of the 13F portfolio, value $1,816,476.

    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 13,128 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,556,224.

    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).