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Disclosery

Venturi Wealth Management, LLC: XMHQ position timeline

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

Venturi Wealth Management, LLC held 34,426 XMHQ 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 34,426 shares
    Change vs previous 13F +2,408 shares

    0.15% of the 13F portfolio, value $3,885,919.

    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 32,018 shares
    Change vs previous 13F +71 shares

    0.15% of the 13F portfolio, value $3,309,668.

    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 31,947 shares
    Change vs previous 13F +3,126 shares

    0.15% of the 13F portfolio, value $3,271,927.

    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 28,821 shares
    Change vs previous 13F +4,958 shares

    0.14% of the 13F portfolio, value $3,025,092.

    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 23,863 shares
    Change vs previous 13F +1,755 shares

    0.12% of the 13F portfolio, value $2,344,280.

    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 22,108 shares
    Change vs previous 13F -2,908 shares

    0.11% of the 13F portfolio, value $2,023,569.

    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 25,016 shares
    Change vs previous 13F +3,786 shares

    0.12% of the 13F portfolio, value $2,463,363.

    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 21,230 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,177,725.

    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).