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Portside Wealth Group, LLC: ACN position timeline

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

Portside Wealth Group, LLC held 1,965 ACN 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 1,965 shares
    Change vs previous 13F -8,117 shares

    0.03% of the 13F portfolio, value $244,547.

    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 10,082 shares
    Change vs previous 13F -3,458 shares

    0.27% of the 13F portfolio, value $1,999,217.

    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 13,540 shares
    Change vs previous 13F -2,185 shares

    0.49% of the 13F portfolio, value $3,633,007.

    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 15,725 shares
    Change vs previous 13F -1,650 shares

    0.54% of the 13F portfolio, value $3,877,889.

    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 17,375 shares
    Change vs previous 13F +2,032 shares

    0.77% of the 13F portfolio, value $5,193,340.

    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 15,343 shares
    Change vs previous 13F -88 shares

    0.78% of the 13F portfolio, value $4,787,762.

    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 15,431 shares
    Change vs previous 13F -1,338 shares

    0.9% of the 13F portfolio, value $5,428,620.

    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 16,769 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $5,927,656.

    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).