Venturi Wealth Management, LLC

SEC CIK: 0001666363
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

NEWR holding history

New Relic, 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.

NEWR overview All 13F holders of NEWR Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of NEWR by Venturi Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−102−100.0%	Sold out	Holders
Q3 2023	102	$8.73K	<0.1%	+70+218.8%	Added	Holders
Q2 2023	32	$2.10K	<0.1%	−8−20.0%	Reduced	Holders
Q1 2023	40	$3.01K	<0.1%	+40	New	Holders