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Disclosery

Venturi Wealth Management, LLC: DGRS position timeline

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

Venturi Wealth Management, LLC held 5,148 DGRS 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 5,148 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $305,527.

    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 5,174 shares
    Change vs previous 13F -4,010 shares

    0.01% of the 13F portfolio, value $273,979.

    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 9,184 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $455,673.

    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 9,184 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $458,992.

    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 9,184 shares
    Change vs previous 13F +745 shares

    0.02% of the 13F portfolio, value $427,493.

    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 8,439 shares
    Change vs previous 13F -256,018 shares

    0.02% of the 13F portfolio, value $392,404.

    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 264,457 shares
    Change vs previous 13F +13,227 shares

    0.67% of the 13F portfolio, value $13,548,126.

    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 251,230 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $12,945,883.

    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).