Venturi Wealth Management, LLC
Position in CLMB — Climb Global Solutions, Inc.
CIK 1666363
AUSTIN, TX
Position in CLMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$312,545
+$49,732 QoQ
Shares Held
13,466
+1.6% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#81
of 133 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLMB Over Time
Shares Held
Position Value (USD)
Position in Electronics & Computer Distribution
Technology · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,317,876 across 3 Electronics & Computer Distribution names. CLMB ranks #2 (13.5% of the industry book) .
All Filings in CLMB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,545 | 13,466 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $262,813 | 13,260 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $335,814 | 3,267 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $433,510 | 3,215 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $338,049 | 3,162 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $344,131 | 3,107 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $388,869 | 3,068 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $301,208 | 3,026 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $187,173 | 2,980 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $207,961 | 2,934 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $159,500 | 2,909 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $123,954 | 2,882 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $136,640 | 2,855 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $152,942 | 2,870 | Shares | Other | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||