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Disclosery

Venturi Wealth Management, LLC: XLE position timeline

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

Venturi Wealth Management, LLC held 42,205 XLE 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 42,205 shares
    Change vs previous 13F -2,402 shares

    0.09% of the 13F portfolio, value $2,241,458.

    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 44,607 shares
    Change vs previous 13F -3,558 shares

    0.12% of the 13F portfolio, value $2,732,617.

    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 48,165 shares
    Change vs previous 13F +29,784 shares

    0.1% of the 13F portfolio, value $2,153,437.

    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 18,381 shares
    Change vs previous 13F +3,279 shares

    0.08% of the 13F portfolio, value $1,642,170.

    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 15,102 shares
    Change vs previous 13F -2,729 shares

    0.06% of the 13F portfolio, value $1,280,779.

    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 17,831 shares
    Change vs previous 13F -1,798 shares

    0.09% of the 13F portfolio, value $1,666,275.

    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 19,629 shares
    Change vs previous 13F -4,472 shares

    0.08% of the 13F portfolio, value $1,681,416.

    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 24,101 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,116,086.

    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).