Portside Wealth Group, LLC: ABCB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portside Wealth Group, LLC on ABCB, newest first. How the timeline and the estimate are built.
Portside Wealth Group, LLC held 7,549 ABCB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 7,549 sharesChange vs previous 13F +363 shares
0.08% of the 13F portfolio, value $681,393.
13F-HR 0002085853-26-000726 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,186 sharesChange vs previous 13F +453 shares
0.08% of the 13F portfolio, value $560,448.
13F-HR 0002085853-26-000585 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,733 sharesChange vs previous 13F +812 shares
0.07% of the 13F portfolio, value $500,066.
13F-HR 0002085853-26-000060 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,921 sharesChange vs previous 13F +1,080 shares
0.06% of the 13F portfolio, value $434,068.
13F-HR 0002085853-25-000232 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,841 sharesChange vs previous 13F -29 shares
0.05% of the 13F portfolio, value $313,213.
13F-HR 0001667731-25-001085 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 4,870 sharesChange vs previous 13F +617 shares
0.05% of the 13F portfolio, value $280,366.
13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 4,253 sharesChange vs previous 13F +558 shares
0.04% of the 13F portfolio, value $266,110.
13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,695 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $230,531.
13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).