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Venturi Wealth Management, LLC: BN position timeline

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

Venturi Wealth Management, LLC held 50,640 BN 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 50,640 shares
    Change vs previous 13F +2,272 shares

    0.08% of the 13F portfolio, value $2,121,262.

    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 48,368 shares
    Change vs previous 13F +3,557 shares

    0.09% of the 13F portfolio, value $1,950,863.

    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 44,811 shares
    Change vs previous 13F +14,082 shares

    0.09% of the 13F portfolio, value $2,053,531.

    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 30,729 shares
    Change vs previous 13F +380 shares

    0.09% of the 13F portfolio, value $1,948,616.

    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 30,349 shares
    Change vs previous 13F +7,486 shares

    0.09% of the 13F portfolio, value $1,760,142.

    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 22,863 shares
    Change vs previous 13F +306 shares

    0.06% of the 13F portfolio, value $1,198,250.

    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 22,557 shares
    Change vs previous 13F -58 shares

    0.06% of the 13F portfolio, value $1,295,900.

    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 22,615 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,201,988.

    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).