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Portside Wealth Group, LLC: AIG position timeline

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

Portside Wealth Group, LLC held 19,278 AIG 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 19,278 shares
    Change vs previous 13F +550 shares

    0.17% of the 13F portfolio, value $1,436,779.

    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 18,728 shares
    Change vs previous 13F +2,730 shares

    0.19% of the 13F portfolio, value $1,409,280.

    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 15,998 shares
    Change vs previous 13F +458 shares

    0.19% of the 13F portfolio, value $1,368,593.

    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 15,540 shares
    Change vs previous 13F +301 shares

    0.17% of the 13F portfolio, value $1,220,536.

    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 15,239 shares
    Change vs previous 13F -324 shares

    0.19% of the 13F portfolio, value $1,304,306.

    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 15,563 shares
    Change vs previous 13F +1,239 shares

    0.22% of the 13F portfolio, value $1,353,047.

    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 14,324 shares
    Change vs previous 13F -319 shares

    0.17% of the 13F portfolio, value $1,042,787.

    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 14,643 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,072,306.

    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).