Position in FRMI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$685,799
New position
Shares Held
74,869
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#7
of 37 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 63%
Shared 37%
None 0%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Venturi Wealth Management, LLC holds $685,799 across 1 REIT - Specialty name. FRMI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRMI |
Fermi Inc.
This page
|
74,869 | $685,799 |
All Filings in FRMI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,799 | 74,869 | Shares | Other | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||