Skip to content
Disclosery

Venturi Wealth Management, LLC: WMB position timeline

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

Venturi Wealth Management, LLC held 21,092 WMB 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 21,092 shares
    Change vs previous 13F -657 shares

    0.06% of the 13F portfolio, value $1,567,924.

    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 21,749 shares
    Change vs previous 13F +1,563 shares

    0.07% of the 13F portfolio, value $1,582,831.

    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 20,186 shares
    Change vs previous 13F +724 shares

    0.05% of the 13F portfolio, value $1,213,372.

    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 19,462 shares
    Change vs previous 13F -1,520 shares

    0.06% of the 13F portfolio, value $1,232,929.

    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 20,982 shares
    Change vs previous 13F -1,489 shares

    0.07% of the 13F portfolio, value $1,317,894.

    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 22,471 shares
    Change vs previous 13F +57 shares

    0.07% of the 13F portfolio, value $1,342,878.

    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 22,414 shares
    Change vs previous 13F -148 shares

    0.06% of the 13F portfolio, value $1,213,030.

    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 22,562 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,029,953.

    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).