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Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

W holding history

Wayfair 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.

W overviewAll 13F holders of WFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2023
Holdings of W by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,005−100.0%Sold outHolders
Q4 20241,005$44.5K<0.1%+1,005NewHolders
Q3 20240$00.0%−44−100.0%Sold outHolders
Q2 202444$2.32K<0.1%+28+175.0%AddedHolders
Q1 202416$1.09K<0.1%−140−89.7%ReducedHolders
Q4 2023156$9.63K<0.1%+77+97.5%AddedHolders
Q3 202379$4.79K<0.1%+79NewHolders