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Disclosery

Venturi Wealth Management, LLC: SPSM position timeline

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

Venturi Wealth Management, LLC held 22,100 SPSM 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 22,100 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,274,507.

    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 22,100 shares
    Change vs previous 13F -1,346 shares

    0.05% of the 13F portfolio, value $1,067,872.

    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 23,446 shares
    Change vs previous 13F -932 shares

    0.05% of the 13F portfolio, value $1,098,680.

    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 24,378 shares
    Change vs previous 13F -2,500 shares

    0.05% of the 13F portfolio, value $1,129,189.

    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 26,878 shares
    Change vs previous 13F -7,636 shares

    0.06% of the 13F portfolio, value $1,145,003.

    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 34,514 shares
    Change vs previous 13F -15,146 shares

    0.07% of the 13F portfolio, value $1,406,792.

    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 49,660 shares
    Change vs previous 13F -8,390 shares

    0.11% of the 13F portfolio, value $2,230,746.

    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 58,050 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,641,834.

    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).