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Portside Wealth Group, LLC: AUB position timeline

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

Portside Wealth Group, LLC held 13,747 AUB 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 13,747 shares
    Change vs previous 13F +1,198 shares

    0.07% of the 13F portfolio, value $581,620.

    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 12,549 shares
    Change vs previous 13F +386 shares

    0.06% of the 13F portfolio, value $448,504.

    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 12,163 shares
    Change vs previous 13F +1,481 shares

    0.06% of the 13F portfolio, value $429,338.

    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 10,682 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $376,968.

    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).