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Disclosery

Portside Wealth Group, LLC: BA position timeline

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

Portside Wealth Group, LLC held 25,773 BA 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 25,773 shares
    Change vs previous 13F +1,380 shares

    0.65% of the 13F portfolio, value $5,579,149.

    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 24,393 shares
    Change vs previous 13F +2,051 shares

    0.66% of the 13F portfolio, value $4,855,001.

    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 22,342 shares
    Change vs previous 13F +2,981 shares

    0.66% of the 13F portfolio, value $4,850,963.

    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 19,361 shares
    Change vs previous 13F +1,627 shares

    0.58% of the 13F portfolio, value $4,178,752.

    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 17,734 shares
    Change vs previous 13F -246 shares

    0.55% of the 13F portfolio, value $3,715,870.

    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 17,980 shares
    Change vs previous 13F +1,844 shares

    0.5% of the 13F portfolio, value $3,066,543.

    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 16,136 shares
    Change vs previous 13F +1,997 shares

    0.47% of the 13F portfolio, value $2,856,127.

    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 14,139 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,149,741.

    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).