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Venturi Wealth Management, LLC: GOOGL position timeline

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

Venturi Wealth Management, LLC held 184,847 GOOGL 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 184,847 shares
    Change vs previous 13F -4,991 shares

    2.55% of the 13F portfolio, value $65,912,772.

    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 189,838 shares
    Change vs previous 13F -279 shares

    2.46% of the 13F portfolio, value $54,565,773.

    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 190,117 shares
    Change vs previous 13F +5,049 shares

    2.64% of the 13F portfolio, value $59,531,220.

    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 185,068 shares
    Change vs previous 13F +1,556 shares

    2.09% of the 13F portfolio, value $45,002,238.

    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 183,512 shares
    Change vs previous 13F +32,421 shares

    1.6% of the 13F portfolio, value $32,372,123.

    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 151,091 shares
    Change vs previous 13F +2,951 shares

    1.22% of the 13F portfolio, value $23,364,665.

    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 148,140 shares
    Change vs previous 13F +7,239 shares

    1.38% of the 13F portfolio, value $28,042,805.

    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 140,901 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $23,368,561.

    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).