Skip to main content

Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

STAG holding history

STAG Industrial, Inc. in every 13F filed by Venturi Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STAG overviewAll 13F holders of STAGFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2023
Holdings of STAG by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−3,235−100.0%Sold outHolders
Q4 20243,235$109.4K<0.1%+3,235NewHolders
Q3 20240$00.0%−32−100.0%Sold outHolders
Q2 202432$1.14K<0.1%+1+3.2%AddedHolders
Q1 202431$1.20K<0.1%00.0%UnchangedHolders
Q4 202331$1.22K<0.1%00.0%UnchangedHolders
Q3 202331$1.06K<0.1%+31NewHolders