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Venturi Wealth Management, LLC: CGMU position timeline

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

Venturi Wealth Management, LLC held 1,321,147 CGMU 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 1,321,147 shares
    Change vs previous 13F +53,703 shares

    1.4% of the 13F portfolio, value $36,291,886.

    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 1,267,444 shares
    Change vs previous 13F +242,503 shares

    1.55% of the 13F portfolio, value $34,411,080.

    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 1,024,941 shares
    Change vs previous 13F -8,819 shares

    1.25% of the 13F portfolio, value $28,062,867.

    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 1,033,760 shares
    Change vs previous 13F +277,191 shares

    1.31% of the 13F portfolio, value $28,211,304.

    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 756,569 shares
    Change vs previous 13F -61,540 shares

    1% of the 13F portfolio, value $20,192,822.

    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 818,109 shares
    Change vs previous 13F +50,219 shares

    1.14% of the 13F portfolio, value $21,941,672.

    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 767,890 shares
    Change vs previous 13F +28,359 shares

    1.02% of the 13F portfolio, value $20,671,611.

    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 739,531 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $20,307,510.

    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).