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Disclosery

Venturi Wealth Management, LLC: VTWO position timeline

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

Venturi Wealth Management, LLC held 415,648 VTWO 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 415,648 shares
    Change vs previous 13F -11,986 shares

    1.95% of the 13F portfolio, value $50,467,800.

    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 427,634 shares
    Change vs previous 13F -33,972 shares

    1.93% of the 13F portfolio, value $42,835,986.

    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 461,606 shares
    Change vs previous 13F -20,406 shares

    2.04% of the 13F portfolio, value $45,938,914.

    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 482,012 shares
    Change vs previous 13F -14,277 shares

    2.19% of the 13F portfolio, value $47,150,418.

    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 496,289 shares
    Change vs previous 13F -216,005 shares

    2.14% of the 13F portfolio, value $43,286,306.

    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 712,294 shares
    Change vs previous 13F -22,365 shares

    2.99% of the 13F portfolio, value $57,446,523.

    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 734,659 shares
    Change vs previous 13F +34,259 shares

    3.23% of the 13F portfolio, value $65,627,138.

    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 700,400 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $62,587,701.

    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).