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Disclosery

Venturi Wealth Management, LLC: WSM position timeline

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

Venturi Wealth Management, LLC held 10,127 WSM 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 10,127 shares
    Change vs previous 13F +313 shares

    0.09% of the 13F portfolio, value $2,360,385.

    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 9,814 shares
    Change vs previous 13F -171 shares

    0.08% of the 13F portfolio, value $1,789,209.

    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 9,985 shares
    Change vs previous 13F +211 shares

    0.08% of the 13F portfolio, value $1,783,043.

    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 9,774 shares
    Change vs previous 13F -1,261 shares

    0.09% of the 13F portfolio, value $1,910,518.

    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 11,035 shares
    Change vs previous 13F +223 shares

    0.09% of the 13F portfolio, value $1,802,942.

    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 10,812 shares
    Change vs previous 13F -872 shares

    0.09% of the 13F portfolio, value $1,709,522.

    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 11,684 shares
    Change vs previous 13F +4,796 shares

    0.11% of the 13F portfolio, value $2,163,608.

    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 6,888 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,067,144.

    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).