Skip to content
Disclosery

Portside Wealth Group, LLC: AEM position timeline

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

Portside Wealth Group, LLC held 11,957 AEM 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 11,957 shares
    Change vs previous 13F -1,430 shares

    0.22% of the 13F portfolio, value $1,854,889.

    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 13,387 shares
    Change vs previous 13F -2,640 shares

    0.37% of the 13F portfolio, value $2,717,293.

    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 16,027 shares
    Change vs previous 13F +1,300 shares

    0.37% of the 13F portfolio, value $2,717,057.

    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 14,727 shares
    Change vs previous 13F +270 shares

    0.34% of the 13F portfolio, value $2,482,384.

    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 14,457 shares
    Change vs previous 13F -1,606 shares

    0.25% of the 13F portfolio, value $1,719,371.

    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 16,063 shares
    Change vs previous 13F -158 shares

    0.28% of the 13F portfolio, value $1,741,390.

    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 16,221 shares
    Change vs previous 13F +373 shares

    0.21% of the 13F portfolio, value $1,268,644.

    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 15,848 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,276,714.

    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).