Venturi Wealth Management, LLC
- SEC CIK
- 0001666363
- Latest filing
- Jul 20, 2026
P holding history
Everpure, 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.
P overviewAll 13F holders of PFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −2,834−100.0% | Sold out | Holders |
| Q3 2025 | 2,834 | $237.5K | <0.1% | +2,834 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −532−100.0% | Sold out | Holders |
| Q4 2024 | 532 | $32.7K | <0.1% | −222−29.4% | Reduced | Holders |
| Q3 2024 | 754 | $37.9K | <0.1% | +219+40.9% | Added | Holders |
| Q2 2024 | 535 | $34.4K | <0.1% | +429+404.7% | Added | Holders |
| Q1 2024 | 106 | $5.51K | <0.1% | +52+96.3% | Added | Holders |
| Q4 2023 | 54 | $1.93K | <0.1% | −51−48.6% | Reduced | Holders |
| Q3 2023 | 105 | $3.74K | <0.1% | +105 | New | Holders |