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Disclosery

Venturi Wealth Management, LLC: LOGI position timeline

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

Venturi Wealth Management, LLC held 10,422 LOGI 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 10,422 shares
    Change vs previous 13F -179 shares

    0.04% of the 13F portfolio, value $980,036.

    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 10,601 shares
    Change vs previous 13F -275 shares

    0.04% of the 13F portfolio, value $965,915.

    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 10,876 shares
    Change vs previous 13F +1,511 shares

    0.05% of the 13F portfolio, value $1,089,941.

    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 9,365 shares
    Change vs previous 13F -2,636 shares

    0.05% of the 13F portfolio, value $1,027,205.

    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 12,001 shares
    Change vs previous 13F -364 shares

    0.05% of the 13F portfolio, value $1,081,680.

    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 12,365 shares
    Change vs previous 13F +858 shares

    0.05% of the 13F portfolio, value $1,043,759.

    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 11,507 shares
    Change vs previous 13F -157 shares

    0.05% of the 13F portfolio, value $947,630.

    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 11,664 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,046,641.

    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).