Venturi Wealth Management, LLC

SEC CIK: 0001666363
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

UFPI holding history

Ufp Industries 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.

UFPI overview All 13F holders of UFPI Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of UFPI by Venturi Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−2,052−100.0%	Sold out	Holders
Q2 2025	2,052	$203.9K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	2,052	$219.6K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	2,052	$231.2K	<0.1%	+2,052	New	Holders