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Disclosery

Venturi Wealth Management, LLC: GWW position timeline

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

Venturi Wealth Management, LLC held 2,141 GWW 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 2,141 shares
    Change vs previous 13F +90 shares

    0.11% of the 13F portfolio, value $2,911,345.

    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 2,051 shares
    Change vs previous 13F +117 shares

    0.1% of the 13F portfolio, value $2,236,226.

    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 1,934 shares
    Change vs previous 13F -24 shares

    0.09% of the 13F portfolio, value $1,950,548.

    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 1,958 shares
    Change vs previous 13F -221 shares

    0.09% of the 13F portfolio, value $1,865,939.

    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 2,179 shares
    Change vs previous 13F +37 shares

    0.11% of the 13F portfolio, value $2,266,724.

    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 2,142 shares
    Change vs previous 13F +309 shares

    0.11% of the 13F portfolio, value $2,115,965.

    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 1,833 shares
    Change vs previous 13F +414 shares

    0.1% of the 13F portfolio, value $1,932,105.

    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 1,419 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,474,099.

    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).