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Disclosery

Venturi Wealth Management, LLC: SPDW position timeline

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

Venturi Wealth Management, LLC held 174,776 SPDW 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 174,776 shares
    Change vs previous 13F -1,283 shares

    0.34% of the 13F portfolio, value $8,806,964.

    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 176,059 shares
    Change vs previous 13F -386 shares

    0.36% of the 13F portfolio, value $8,037,094.

    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 176,445 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $7,835,923.

    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 176,445 shares
    Change vs previous 13F -121 shares

    0.35% of the 13F portfolio, value $7,550,082.

    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 176,566 shares
    Change vs previous 13F -10,265 shares

    0.35% of the 13F portfolio, value $7,149,157.

    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 186,831 shares
    Change vs previous 13F -33,384 shares

    0.35% of the 13F portfolio, value $6,802,517.

    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 220,215 shares
    Change vs previous 13F -1,409 shares

    0.37% of the 13F portfolio, value $7,515,938.

    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 221,624 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $8,324,198.

    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).