Venturi Wealth Management, LLC
Position in CLMB — Climb Global Solutions, Inc.
CIK 1666363
AUSTIN, TX
Position in CLMB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$262,813
+$178,860 QoQ
Shares Held
13,260
+305.9% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CLMB Over Time
Shares Held
Position Value (USD)
Position in Electronics & Computer Distribution
Technology · as of Mar 31, 2026Venturi Wealth Management, LLC holds $1,633,550 across 3 Electronics & Computer Distribution names. CLMB ranks #2 (16.1% of the industry book) .
All Filings in CLMB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $262,813 | 13,260 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $83,953 | 3,267 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $108,377 | 3,215 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $84,512 | 3,162 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $86,032 | 3,107 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $97,217 | 3,068 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $75,302 | 3,026 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $46,793 | 2,980 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $51,990 | 2,934 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $39,875 | 2,909 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $30,988 | 2,882 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $34,160 | 2,855 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $38,235 | 2,870 | Shares | Other | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||