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Venturi Wealth Management, LLC: SAP position timeline

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

Venturi Wealth Management, LLC held 25,179 SAP 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 25,179 shares
    Change vs previous 13F +10,475 shares

    0.15% of the 13F portfolio, value $3,880,090.

    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 14,704 shares
    Change vs previous 13F +4,816 shares

    0.11% of the 13F portfolio, value $2,517,369.

    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 9,888 shares
    Change vs previous 13F +936 shares

    0.11% of the 13F portfolio, value $2,401,747.

    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 8,952 shares
    Change vs previous 13F -176 shares

    0.11% of the 13F portfolio, value $2,392,168.

    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 9,128 shares
    Change vs previous 13F -155 shares

    0.14% of the 13F portfolio, value $2,775,943.

    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 9,283 shares
    Change vs previous 13F -3,175 shares

    0.13% of the 13F portfolio, value $2,492,034.

    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 12,458 shares
    Change vs previous 13F +2,474 shares

    0.15% of the 13F portfolio, value $3,067,381.

    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 9,984 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,287,424.

    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).