Venturi Wealth Management, LLC

SEC CIK: 0001666363
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

ULS holding history

UL Solutions 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.

ULS overview All 13F holders of ULS Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of ULS by Venturi Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−3,646−100.0%	Sold out	Holders
Q3 2025	3,646	$258.4K	<0.1%	+36+1.0%	Added	Holders
Q2 2025	3,610	$263.0K	<0.1%	+3,610	New	Holders