Skip to content
Disclosery

Venturi Wealth Management, LLC: BUD position timeline

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

Venturi Wealth Management, LLC held 13,346 BUD 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 13,346 shares
    Change vs previous 13F +2,471 shares

    0.04% of the 13F portfolio, value $1,099,645.

    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 10,875 shares
    Change vs previous 13F -305 shares

    0.03% of the 13F portfolio, value $754,344.

    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 11,180 shares
    Change vs previous 13F +3,125 shares

    0.03% of the 13F portfolio, value $715,916.

    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 8,055 shares
    Change vs previous 13F -536 shares

    0.02% of the 13F portfolio, value $480,170.

    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 8,591 shares
    Change vs previous 13F -3,474 shares

    0.03% of the 13F portfolio, value $590,387.

    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 12,065 shares
    Change vs previous 13F -2,177 shares

    0.04% of the 13F portfolio, value $742,673.

    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 14,242 shares
    Change vs previous 13F +4,966 shares

    0.04% of the 13F portfolio, value $713,058.

    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 9,276 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $614,854.

    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).