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Venturi Wealth Management, LLC: SPFI position timeline

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

Venturi Wealth Management, LLC held 59,374 SPFI 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 59,374 shares
    Change vs previous 13F -4,242 shares

    0.1% of the 13F portfolio, value $2,558,129.

    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 63,616 shares
    Change vs previous 13F -2,131 shares

    0.12% of the 13F portfolio, value $2,665,511.

    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 65,747 shares
    Change vs previous 13F -3,217 shares

    0.11% of the 13F portfolio, value $2,550,984.

    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 68,964 shares
    Change vs previous 13F -2,413 shares

    0.12% of the 13F portfolio, value $2,665,459.

    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 71,377 shares
    Change vs previous 13F -1,908 shares

    0.13% of the 13F portfolio, value $2,572,427.

    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 73,285 shares
    Change vs previous 13F -1,812 shares

    0.13% of the 13F portfolio, value $2,427,200.

    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 75,097 shares
    Change vs previous 13F -3,453 shares

    0.13% of the 13F portfolio, value $2,609,621.

    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 78,550 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,664,416.

    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).