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Disclosery

Portside Wealth Group, LLC: AVAV position timeline

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

Portside Wealth Group, LLC held 2,577 AVAV 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 2,577 shares
    Change vs previous 13F +561 shares

    0.05% of the 13F portfolio, value $425,386.

    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 2,016 shares
    Change vs previous 13F -111 shares

    0.05% of the 13F portfolio, value $369,029.

    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 2,127 shares
    Change vs previous 13F +17 shares

    0.07% of the 13F portfolio, value $514,501.

    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 2,110 shares
    Change vs previous 13F +358 shares

    0.09% of the 13F portfolio, value $664,417.

    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 1,752 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $499,233.

    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 1,741 shares
    Change vs previous 13F +71 shares

    0.03% of the 13F portfolio, value $207,510.

    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 1,670 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $256,996.

    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).