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Disclosery

Venturi Wealth Management, LLC: VWO position timeline

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

Venturi Wealth Management, LLC held 294,513 VWO 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 294,513 shares
    Change vs previous 13F -8,098 shares

    0.68% of the 13F portfolio, value $17,579,427.

    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 302,611 shares
    Change vs previous 13F -12,004 shares

    0.74% of the 13F portfolio, value $16,356,070.

    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 314,615 shares
    Change vs previous 13F -13,673 shares

    0.75% of the 13F portfolio, value $16,913,648.

    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 328,288 shares
    Change vs previous 13F -3,696 shares

    0.83% of the 13F portfolio, value $17,786,652.

    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 331,984 shares
    Change vs previous 13F +8,293 shares

    0.81% of the 13F portfolio, value $16,419,952.

    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 323,691 shares
    Change vs previous 13F -95,708 shares

    0.76% of the 13F portfolio, value $14,650,248.

    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 419,399 shares
    Change vs previous 13F -24,823 shares

    0.91% of the 13F portfolio, value $18,470,322.

    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 444,222 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $21,255,990.

    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).