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Disclosery

Venturi Wealth Management, LLC: PCG position timeline

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

Venturi Wealth Management, LLC held 27,218 PCG 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 27,218 shares
    Change vs previous 13F +953 shares

    0.02% of the 13F portfolio, value $457,808.

    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 26,265 shares
    Change vs previous 13F -7,570 shares

    0.02% of the 13F portfolio, value $461,477.

    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 33,835 shares
    Change vs previous 13F +1,298 shares

    0.02% of the 13F portfolio, value $543,730.

    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 32,537 shares
    Change vs previous 13F -1,649 shares

    0.02% of the 13F portfolio, value $490,658.

    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 34,186 shares
    Change vs previous 13F -2,237 shares

    0.02% of the 13F portfolio, value $476,553.

    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 36,423 shares
    Change vs previous 13F -953 shares

    0.03% of the 13F portfolio, value $625,752.

    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 37,376 shares
    Change vs previous 13F -1,441 shares

    0.04% of the 13F portfolio, value $754,253.

    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 38,817 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $767,415.

    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).