Venturi Wealth Management, LLC

All 13F Filings

Most recent 13F
Q2 2022
Location
Austin, TX
CIK
0001666363
All SEC filings
View on sec.gov
Filing ID Quarter Holdings Value ($000) Form Type Date Filed Name
000166636322000006 Q2 2022 314 1,120,317 13F-HR 8/12/2022 Venturi Wealth Management, LLC
000166636322000005 Q1 2022 330 1,305,035 13F-HR 5/13/2022 Venturi Wealth Management, LLC
000166636322000004 Q4 2021 339 1,320,316 13F-HR 2/7/2022 Venturi Wealth Management, LLC
000166636321000006 Q3 2021 307 1,198,367 RESTATEMENT 11/10/2021 Venturi Wealth Management, LLC
000166636321000005 Q3 2021 309 1,187,069 13F-HR 10/19/2021 Venturi Wealth Management, LLC
000166636321000004 Q2 2021 310 1,124,702 13F-HR 8/2/2021 Venturi Wealth Management, LLC
000166636321000003 Q1 2021 303 1,047,448 13F-HR 4/22/2021 Venturi Wealth Management, LLC
000166636321000002 Q4 2020 303 965,853 13F-HR 1/28/2021 Venturi Wealth Management, LLC
000166636320000011 Q3 2020 281 863,627 13F-HR 11/3/2020 Venturi Wealth Management, LLC
000166636320000010 Q2 2020 248 744,786 13F-HR 8/5/2020 Venturi Wealth Management, LLC
000166636320000004 Q1 2020 208 585,324 RESTATEMENT 5/15/2020 Venturi Wealth Management, LLC
000166636320000003 Q1 2020 54 178,478 13F-HR 5/15/2020 Venturi Wealth Management, LLC
000166636320000001 Q4 2019 233 824,081 13F-HR 1/27/2020 Venturi Wealth Management, LLC
000166636319000005 Q3 2019 226 776,830 RESTATEMENT 11/7/2019 Venturi Wealth Management, LLC
000166636319000004 Q3 2019 1,114 793,507 13F-HR 10/29/2019 Venturi Wealth Management, LLC
000166636319000003 Q2 2019 242 737,905 13F-HR 8/7/2019 Venturi Wealth Management, LLC
000166636319000002 Q1 2019 241 769,324 13F-HR 5/14/2019 Venturi Wealth Management, LLC
000166636319000001 Q4 2018 250 619,636 13F-HR 2/12/2019 Venturi Wealth Management, LLC
000166636318000004 Q3 2018 164 565,181 13F-HR 11/13/2018 Venturi Wealth Management, LLC
000166636318000003 Q2 2018 168 536,628 13F-HR 8/14/2018 Venturi Wealth Management, LLC
000166636318000002 Q1 2018 171 518,446 13F-HR 5/9/2018 Venturi Wealth Management, LLC
000166636318000001 Q4 2017 192 522,098 13F-HR 2/13/2018 Venturi Wealth Management, LLC
000166636317000004 Q3 2017 183 472,918 13F-HR 11/14/2017 Venturi Wealth Management, LLC
000166636317000003 Q2 2017 181 439,650 13F-HR 8/7/2017 Venturi Wealth Management, LLC
000166636317000001 Q1 2017 181 432,639 13F-HR 5/10/2017 Venturi Wealth Management, LLC
000108514617000360 Q4 2016 148 355,665 13F-HR 2/8/2017 Venturi Wealth Management, LLC
000108514616004696 Q3 2016 138 301,035 13F-HR 11/10/2016 Venturi Wealth Management, LLC
000108514616004192 Q2 2016 138 294,405 13F-HR 8/9/2016 Venturi Wealth Management, LLC
000122107316000163 Q1 2016 135 267,934 13F-HR 5/12/2016 Venturi Wealth Management, LLC
000122107316000135 Q4 2015 119 219,923 13F-HR 2/11/2016 Venturi Wealth Management, LLC