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Portside Wealth Group, LLC: BDX position timeline

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

Portside Wealth Group, LLC held 10,299 BDX 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 10,299 shares
    Change vs previous 13F +2,247 shares

    0.18% of the 13F portfolio, value $1,558,548.

    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 8,052 shares
    Change vs previous 13F +274 shares

    0.17% of the 13F portfolio, value $1,266,016.

    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 7,778 shares
    Change vs previous 13F -325 shares

    0.2% of the 13F portfolio, value $1,509,477.

    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 8,103 shares
    Change vs previous 13F +291 shares

    0.21% of the 13F portfolio, value $1,516,638.

    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 7,812 shares
    Change vs previous 13F +2,465 shares

    0.2% of the 13F portfolio, value $1,345,621.

    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 5,347 shares
    Change vs previous 13F -574 shares

    0.2% of the 13F portfolio, value $1,224,789.

    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 5,921 shares
    Change vs previous 13F +166 shares

    0.22% of the 13F portfolio, value $1,343,355.

    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 5,755 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,387,562.

    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).