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Disclosery

Venturi Wealth Management, LLC: BHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Venturi Wealth Management, LLC on BHP, newest first. How the timeline and the estimate are built.

Venturi Wealth Management, LLC held 13,113 BHP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,113 shares
    Change vs previous 13F +1,929 shares

    0.04% of the 13F portfolio, value $1,092,445.

    13F-HR 0001666363-26-000004 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,184 shares
    Change vs previous 13F +3,716 shares

    0.04% of the 13F portfolio, value $813,525.

    13F-HR 0001666363-26-000003 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,468 shares
    Change vs previous 13F +3,060 shares

    0.02% of the 13F portfolio, value $450,844.

    13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,408 shares
    Change vs previous 13F -2,021 shares

    0.01% of the 13F portfolio, value $245,746.

    13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,429 shares
    Change vs previous 13F +2,072 shares

    0.02% of the 13F portfolio, value $309,170.

    13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,357 shares
    Change vs previous 13F -183 shares

    0.01% of the 13F portfolio, value $211,490.

    13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,540 shares
    Change vs previous 13F -64 shares

    0.01% of the 13F portfolio, value $221,676.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,604 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $285,960.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).