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Portside Wealth Group, LLC: ABT position timeline

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

Portside Wealth Group, LLC held 3,877 ABT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,877 shares
    Change vs previous 13F -152 shares

    0.04% of the 13F portfolio, value $351,861.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 4,029 shares
    Change vs previous 13F -14,987 shares

    0.06% of the 13F portfolio, value $413,696.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 19,016 shares
    Change vs previous 13F -13,652 shares

    0.32% of the 13F portfolio, value $2,382,480.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 32,668 shares
    Change vs previous 13F -12,043 shares

    0.61% of the 13F portfolio, value $4,375,558.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 44,711 shares
    Change vs previous 13F -517 shares

    0.9% of the 13F portfolio, value $6,081,166.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 45,228 shares
    Change vs previous 13F -1,125 shares

    0.98% of the 13F portfolio, value $5,999,548.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 46,353 shares
    Change vs previous 13F -3,389 shares

    0.87% of the 13F portfolio, value $5,242,948.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 49,742 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $5,671,062.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).