Venturi Wealth Management, LLC
- SEC CIK
- 0001666363
- Latest filing
- Jul 20, 2026
ARM holding history
Arm Holdings PLC 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.
ARM overviewAll 13F holders of ARMFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,000
- Value
- $354.6K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,000 | $354.6K | <0.1% | +1,000 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −1,500−100.0% | Sold out | Holders |
| Q3 2025 | 1,500 | $212.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,500 | $242.6K | <0.1% | +1,500 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −1,500−100.0% | Sold out | Holders |
| Q4 2024 | 1,500 | $185.0K | <0.1% | +1,500 | New | Holders |