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Disclosery

Venturi Wealth Management, LLC: SHW position timeline

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

Venturi Wealth Management, LLC held 4,158 SHW 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 4,158 shares
    Change vs previous 13F -138 shares

    0.06% of the 13F portfolio, value $1,431,683.

    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 4,296 shares
    Change vs previous 13F -598 shares

    0.06% of the 13F portfolio, value $1,377,084.

    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 4,894 shares
    Change vs previous 13F -323 shares

    0.07% of the 13F portfolio, value $1,585,803.

    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 5,217 shares
    Change vs previous 13F +955 shares

    0.08% of the 13F portfolio, value $1,806,439.

    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 4,262 shares
    Change vs previous 13F -206 shares

    0.07% of the 13F portfolio, value $1,463,400.

    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 4,468 shares
    Change vs previous 13F +68 shares

    0.08% of the 13F portfolio, value $1,560,182.

    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 4,400 shares
    Change vs previous 13F +159 shares

    0.07% of the 13F portfolio, value $1,495,693.

    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 4,241 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,618,663.

    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).