Venturi Wealth Management, LLC

SEC CIK: 0001666363
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

BGC holding history

BGC Group, Inc. in every 13F filed by Venturi Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BGC overview All 13F holders of BGC Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of BGC by Venturi Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−903−100.0%	Sold out	Holders
Q4 2024	903	$8.18K	<0.1%	+903	New	Holders
Q1 2024	0	$0	0.0%	−155−100.0%	Sold out	Holders
Q4 2023	155	$1.12K	<0.1%	+155	New	Holders