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Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

CI holding history

Cigna Group 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.

CI overviewAll 13F holders of CIFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2023
Holdings of CI by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−896−100.0%Sold outHolders
Q2 2025896$296.2K<0.1%+45+5.3%AddedHolders
Q1 2025851$280.0K<0.1%+423+98.8%AddedHolders
Q4 2024428$118.2K<0.1%+264+161.0%AddedHolders
Q3 2024164$56.8K<0.1%+21+14.7%AddedHolders
Q2 2024143$47.3K<0.1%+42+41.6%AddedHolders
Q1 2024101$36.7K<0.1%+27+36.5%AddedHolders
Q4 202374$22.2K<0.1%+51+221.7%AddedHolders
Q3 202323$6.58K<0.1%+15+187.5%AddedHolders
Q2 20238$2.25K<0.1%−4−33.3%ReducedHolders
Q1 202312$3.07K<0.1%+12NewHolders