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Disclosery

Venturi Wealth Management, LLC: UPS position timeline

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

Venturi Wealth Management, LLC held 13,050 UPS 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 13,050 shares
    Change vs previous 13F -854 shares

    0.05% of the 13F portfolio, value $1,402,859.

    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 13,904 shares
    Change vs previous 13F +288 shares

    0.06% of the 13F portfolio, value $1,367,837.

    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 13,616 shares
    Change vs previous 13F +1,144 shares

    0.06% of the 13F portfolio, value $1,350,509.

    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 12,472 shares
    Change vs previous 13F -4,011 shares

    0.05% of the 13F portfolio, value $1,041,798.

    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 16,483 shares
    Change vs previous 13F -365 shares

    0.08% of the 13F portfolio, value $1,663,783.

    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 16,848 shares
    Change vs previous 13F +2,896 shares

    0.1% of the 13F portfolio, value $1,853,115.

    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 13,952 shares
    Change vs previous 13F +3,566 shares

    0.09% of the 13F portfolio, value $1,759,389.

    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 10,386 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,416,050.

    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).