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Disclosery

Venturi Wealth Management, LLC: SYY position timeline

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

Venturi Wealth Management, LLC held 16,805 SYY 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 16,805 shares
    Change vs previous 13F +786 shares

    0.05% of the 13F portfolio, value $1,404,563.

    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 16,019 shares
    Change vs previous 13F -535 shares

    0.05% of the 13F portfolio, value $1,142,636.

    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 16,554 shares
    Change vs previous 13F -773 shares

    0.05% of the 13F portfolio, value $1,219,865.

    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 17,327 shares
    Change vs previous 13F +104 shares

    0.07% of the 13F portfolio, value $1,426,705.

    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 17,223 shares
    Change vs previous 13F -391 shares

    0.06% of the 13F portfolio, value $1,304,470.

    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 17,614 shares
    Change vs previous 13F +227 shares

    0.07% of the 13F portfolio, value $1,321,755.

    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 17,387 shares
    Change vs previous 13F +12,938 shares

    0.07% of the 13F portfolio, value $1,329,411.

    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 4,449 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $347,290.

    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).