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Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

DBX holding history

Dropbox, Inc. 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.

DBX overviewAll 13F holders of DBXFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2023
Holdings of DBX by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−5,910−100.0%Sold outHolders
Q4 20245,910$177.5K<0.1%+2,092+54.8%AddedHolders
Q3 20243,818$97.1K<0.1%+1,149+43.0%AddedHolders
Q2 20242,669$60.0K<0.1%+1,960+276.4%AddedHolders
Q1 2024709$17.2K<0.1%−332−31.9%ReducedHolders
Q4 20231,041$30.7K<0.1%+173+19.9%AddedHolders
Q3 2023868$23.6K<0.1%+768+768.0%AddedHolders
Q2 2023100$2.67K<0.1%00.0%UnchangedHolders
Q1 2023100$2.16K<0.1%+100NewHolders