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Disclosery

Venturi Wealth Management, LLC: WMT position timeline

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

Venturi Wealth Management, LLC held 230,825 WMT 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 230,825 shares
    Change vs previous 13F +1,111 shares

    1.01% of the 13F portfolio, value $26,143,146.

    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 229,714 shares
    Change vs previous 13F -1,588 shares

    1.29% of the 13F portfolio, value $28,548,791.

    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 231,302 shares
    Change vs previous 13F +1,611 shares

    1.14% of the 13F portfolio, value $25,769,294.

    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 229,691 shares
    Change vs previous 13F +707 shares

    1.1% of the 13F portfolio, value $23,671,897.

    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 228,984 shares
    Change vs previous 13F +701 shares

    1.11% of the 13F portfolio, value $22,389,976.

    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 228,283 shares
    Change vs previous 13F -23,153 shares

    1.04% of the 13F portfolio, value $20,041,148.

    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 251,436 shares
    Change vs previous 13F +28,801 shares

    1.12% of the 13F portfolio, value $22,717,419.

    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 222,635 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $17,977,779.

    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).