Skip to content
Disclosery

Venturi Wealth Management, LLC: BRK-B position timeline

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

Venturi Wealth Management, LLC held 9,569 BRK-B 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 9,569 shares
    Change vs previous 13F +1,042 shares

    0.27% of the 13F portfolio, value $7,033,071.

    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 8,527 shares
    Change vs previous 13F +237 shares

    0.28% of the 13F portfolio, value $6,238,920.

    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 8,290 shares
    Change vs previous 13F +793 shares

    0.29% of the 13F portfolio, value $6,429,650.

    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 7,497 shares
    Change vs previous 13F +381 shares

    0.28% of the 13F portfolio, value $6,029,922.

    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 7,116 shares
    Change vs previous 13F +384 shares

    0.28% of the 13F portfolio, value $5,641,478.

    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 6,732 shares
    Change vs previous 13F +485 shares

    0.19% of the 13F portfolio, value $3,585,125.

    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 6,247 shares
    Change vs previous 13F +874 shares

    0.14% of the 13F portfolio, value $2,831,467.

    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 5,373 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,472,978.

    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).