Venturi Wealth Management, LLC: SBUX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Venturi Wealth Management, LLC on SBUX, newest first. How the timeline and the estimate are built.
Venturi Wealth Management, LLC held 16,538 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 16,538 sharesChange vs previous 13F +618 shares
0.07% of the 13F portfolio, value $1,689,934.
13F-HR 0001666363-26-000004 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,920 sharesChange vs previous 13F +3,264 shares
0.06% of the 13F portfolio, value $1,426,255.
13F-HR 0001666363-26-000003 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,656 sharesChange vs previous 13F -136 shares
0.05% of the 13F portfolio, value $1,065,726.
13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,792 sharesChange vs previous 13F -3,609 shares
0.05% of the 13F portfolio, value $1,082,232.
13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,401 sharesChange vs previous 13F +2,576 shares
0.07% of the 13F portfolio, value $1,502,842.
13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,825 sharesChange vs previous 13F +8,872 shares
0.07% of the 13F portfolio, value $1,356,104.
13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,953 sharesChange vs previous 13F +2,273 shares
0.02% of the 13F portfolio, value $451,962.
13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,680 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $261,274.
13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).