Position in RTO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$204,933
-$1,921 QoQ
Shares Held
7,163
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#181
of 284 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,919,241 across 5 Specialty Business Services names. RTO ranks #5 (7.0% of the industry book) .
All Filings in RTO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,933 | 7,163 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $206,854 | 6,571 | Shares | Other | 2026-04-21 | |
| 2024-12-31 | $67,655 | 2,672 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $18,697 | 750 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $1,126 | 38 | Shares | Other | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||