Venturi Wealth Management, LLC

SEC CIK: 0001666363
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

PERI holding history

Perion Network Ltd. 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.

PERI overview All 13F holders of PERI 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 PERI by Venturi Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−44−100.0%	Sold out	Holders
Q3 2023	44	$1.35K	<0.1%	+11+33.3%	Added	Holders
Q2 2023	33	$1.01K	<0.1%	−22−40.0%	Reduced	Holders
Q1 2023	55	$2.18K	<0.1%	+55	New	Holders