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Venturi Wealth Management, LLC: SPEM position timeline

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

Venturi Wealth Management, LLC held 700,737 SPEM 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 700,737 shares
    Change vs previous 13F +9,876 shares

    1.4% of the 13F portfolio, value $36,284,117.

    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 690,861 shares
    Change vs previous 13F +43,742 shares

    1.46% of the 13F portfolio, value $32,408,282.

    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 647,119 shares
    Change vs previous 13F +14,842 shares

    1.34% of the 13F portfolio, value $30,291,633.

    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 632,277 shares
    Change vs previous 13F +24,346 shares

    1.37% of the 13F portfolio, value $29,596,903.

    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 607,931 shares
    Change vs previous 13F +108,757 shares

    1.28% of the 13F portfolio, value $25,982,976.

    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 499,174 shares
    Change vs previous 13F -17,113 shares

    1.02% of the 13F portfolio, value $19,652,460.

    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 516,287 shares
    Change vs previous 13F +68,629 shares

    0.97% of the 13F portfolio, value $19,809,923.

    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 447,658 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $18,479,360.

    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).