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Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

RBA holding history

RB Global 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.

RBA overviewAll 13F holders of RBAFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of RBA by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−191−100.0%Sold outHolders
Q4 2024191$17.2K<0.1%00.0%UnchangedHolders
Q3 2024191$15.4K<0.1%00.0%UnchangedHolders
Q2 2024191$14.6K<0.1%00.0%UnchangedHolders
Q1 2024191$14.5K<0.1%00.0%UnchangedHolders
Q4 2023191$12.8K<0.1%−30−13.6%ReducedHolders
Q3 2023221$13.8K<0.1%00.0%UnchangedHolders
Q2 2023221$13.3K<0.1%−30−12.0%ReducedHolders
Q1 2023251$14.1K<0.1%+251NewHolders
Q2 20210$00.0%−4,514−100.0%Sold outHolders
Q1 20214,514$264.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.