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Disclosery

Venturi Wealth Management, LLC: NWG position timeline

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

Venturi Wealth Management, LLC held 88,022 NWG 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 88,022 shares
    Change vs previous 13F -727 shares

    0.06% of the 13F portfolio, value $1,551,829.

    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 88,749 shares
    Change vs previous 13F -695 shares

    0.06% of the 13F portfolio, value $1,322,361.

    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 89,444 shares
    Change vs previous 13F +2,718 shares

    0.07% of the 13F portfolio, value $1,565,270.

    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 86,726 shares
    Change vs previous 13F +1,070 shares

    0.06% of the 13F portfolio, value $1,227,173.

    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 85,656 shares
    Change vs previous 13F -1,278 shares

    0.06% of the 13F portfolio, value $1,212,032.

    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 86,934 shares
    Change vs previous 13F +450 shares

    0.05% of the 13F portfolio, value $1,036,255.

    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 86,484 shares
    Change vs previous 13F +2,542 shares

    0.04% of the 13F portfolio, value $879,543.

    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 83,942 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $785,698.

    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).