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Portside Wealth Group, LLC: ACIW position timeline

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

Portside Wealth Group, LLC held 11,706 ACIW 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 11,706 shares
    Change vs previous 13F +1,921 shares

    0.07% of the 13F portfolio, value $588,695.

    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 9,785 shares
    Change vs previous 13F +293 shares

    0.05% of the 13F portfolio, value $401,283.

    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 9,492 shares
    Change vs previous 13F +1,137 shares

    0.06% of the 13F portfolio, value $453,812.

    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 8,355 shares
    Change vs previous 13F +2,013 shares

    0.06% of the 13F portfolio, value $440,894.

    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 6,342 shares
    Change vs previous 13F -76 shares

    0.04% of the 13F portfolio, value $291,161.

    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 6,418 shares
    Change vs previous 13F +478 shares

    0.06% of the 13F portfolio, value $351,129.

    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 5,940 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $308,345.

    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).