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Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

AMT holding history

American Tower Corp in every 13F filed by Venturi Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of AMT by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−337−100.0%Sold outHolders
Q4 2024337$61.8K<0.1%+175+108.0%AddedHolders
Q3 2024162$37.7K<0.1%−11−6.4%ReducedHolders
Q2 2024173$33.7K<0.1%−280−61.8%ReducedHolders
Q1 2024453$89.6K<0.1%−1,100−70.8%ReducedHolders
Q4 20231,553$335.3K<0.1%−414−21.0%ReducedHolders
Q3 20231,967$323.5K<0.1%−5,497−73.6%ReducedHolders
Q2 20237,464$1.45M0.1%−2,682−26.4%ReducedHolders
Q1 202310,146$2.07M0.2%−450−4.2%ReducedHolders
Q4 202210,596$2.24M0.2%+1,490+16.4%AddedHolders
Q3 20229,106$1.96M0.2%−180−1.9%ReducedHolders
Q2 20229,286$2.37M0.2%+1,828+24.5%AddedHolders
Q1 20227,458$1.87M0.1%+4,285+135.0%AddedHolders
Q4 20213,173$928.0K0.1%+14+0.4%AddedHolders
Q3 20213,159$838.0K0.1%−68−2.1%ReducedHolders
Q2 20213,227$872.0K0.1%+95+3.0%AddedHolders
Q1 20213,132$749.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.