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Disclosery

Venturi Wealth Management, LLC: BWXT position timeline

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

Venturi Wealth Management, LLC held 5,321 BWXT 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 5,321 shares
    Change vs previous 13F -9 shares

    0.04% of the 13F portfolio, value $1,035,733.

    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 5,330 shares
    Change vs previous 13F +757 shares

    0.05% of the 13F portfolio, value $1,089,932.

    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 4,573 shares
    Change vs previous 13F -1,257 shares

    0.04% of the 13F portfolio, value $790,398.

    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 5,830 shares
    Change vs previous 13F -48 shares

    0.05% of the 13F portfolio, value $1,074,877.

    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 5,878 shares
    Change vs previous 13F -334 shares

    0.04% of the 13F portfolio, value $846,785.

    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 6,212 shares
    Change vs previous 13F -917 shares

    0.03% of the 13F portfolio, value $612,815.

    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 7,129 shares
    Change vs previous 13F +771 shares

    0.04% of the 13F portfolio, value $794,100.

    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 6,358 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $691,116.

    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).