Skip to main content

Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

TYL holding history

Tyler Technologies 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.

TYL overviewAll 13F holders of TYLFull 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 TYL by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−66−100.0%Sold outHolders
Q4 202466$38.1K<0.1%+16+32.0%AddedHolders
Q3 202450$29.2K<0.1%+1+2.0%AddedHolders
Q2 202449$24.6K<0.1%+3+6.5%AddedHolders
Q1 202446$19.6K<0.1%+4+9.5%AddedHolders
Q4 202342$17.6K<0.1%00.0%UnchangedHolders
Q3 202342$16.2K<0.1%+2+5.0%AddedHolders
Q2 202340$16.7K<0.1%−3−7.0%ReducedHolders
Q1 202343$15.3K<0.1%+43NewHolders
Q2 20210$00.0%−707−100.0%Sold outHolders
Q1 2021707$300.0K<0.1%––Holders

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