LDOS β€” LEIDOS HLDGS INC

Ownership history in Venturi Wealth Management, LLC  Β·  8 quarters on record

AI Ownership Summary

Venturi Wealth Management, LLC reported LEIDOS HLDGS INC (LDOS) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows LDOS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LDOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Venturi Wealth Management, LLC's position in LEIDOS HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LDOS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Venturi Wealth Management, LLC held LDOS β€” position size vs. price
% of Fund (quarterly)    LDOS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,099 +725 +193.9% 0.01% $208K 2025-10-23 $190.48
2024 Q4 REDUCED 374 -154 -29.2% 0.00% $54K 2025-01-31 $140.25
2024 Q3 ADDED 528 +257 +94.8% 0.00% $86K 2024-11-04 $183.50
2024 Q2 ADDED 271 +260 +2363.6% 0.00% $40K 2024-07-19 $147.31
2024 Q1 UNCHANGED 11 β€” 0% 0.00% $1K 2024-04-23 $126.09
2023 Q4 REDUCED 11 -2 -15.4% 0.00% $1K 2024-01-23 $108.02
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Venturi Wealth Management, LLC and LDOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Venturi Wealth Management, LLC reported owning LDOS?

Venturi Wealth Management, LLC reported LDOS across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported LDOS position in Venturi Wealth Management, LLC's portfolio?

The largest reported portfolio weight for LDOS was 0.01% in 2025 Q3.

What is the latest reported LDOS position on this page?

The most recent filing on this page is 2025 Q3, when Venturi Wealth Management, LLC reported 1,099 shares, equal to 0.01% of portfolio, with an estimated market value of $208K.

What does the chart on this LDOS ownership page compare?

The chart compares Venturi Wealth Management, LLC's quarterly LDOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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