Skip to main content

Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

TM holding history

Toyota Motor Corp 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.

TM overviewAll 13F holders of TMFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2023
Holdings of TM by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,650−100.0%Sold outHolders
Q1 20262,650$546.1K<0.1%+569+27.3%AddedHolders
Q4 20252,081$445.5K<0.1%+2,081NewHolders
Q1 20250$00.0%−122−100.0%Sold outHolders
Q4 2024122$23.7K<0.1%−13−9.6%ReducedHolders
Q3 2024135$24.1K<0.1%−1,067−88.8%ReducedHolders
Q2 20241,202$246.4K<0.1%+600+99.7%AddedHolders
Q1 2024602$151.5K<0.1%+302+100.7%AddedHolders
Q4 2023300$55.0K<0.1%+86+40.2%AddedHolders
Q3 2023214$38.5K<0.1%+108+101.9%AddedHolders
Q2 2023106$17.0K<0.1%+106NewHolders