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Portside Wealth Group, LLC: BBVA position timeline

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

Portside Wealth Group, LLC held 21,843 BBVA 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 21,843 shares
    Change vs previous 13F -907 shares

    0.06% of the 13F portfolio, value $547,385.

    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 22,750 shares
    Change vs previous 13F +3,835 shares

    0.07% of the 13F portfolio, value $492,765.

    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 18,915 shares
    Change vs previous 13F +2,990 shares

    0.06% of the 13F portfolio, value $440,909.

    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 15,925 shares
    Change vs previous 13F -21,500 shares

    0.04% of the 13F portfolio, value $306,557.

    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 37,425 shares
    Change vs previous 13F +1,356 shares

    0.09% of the 13F portfolio, value $575,222.

    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 36,069 shares
    Change vs previous 13F -622 shares

    0.08% of the 13F portfolio, value $491,260.

    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 36,691 shares
    Change vs previous 13F +559 shares

    0.06% of the 13F portfolio, value $356,637.

    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 36,132 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $391,671.

    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).