Skip to content
Disclosery

Portside Wealth Group, LLC: C position timeline

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

Portside Wealth Group, LLC held 13,883 C 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 13,883 shares
    Change vs previous 13F +419 shares

    0.23% of the 13F portfolio, value $1,943,053.

    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 13,464 shares
    Change vs previous 13F -500 shares

    0.21% of the 13F portfolio, value $1,526,930.

    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 13,964 shares
    Change vs previous 13F -673 shares

    0.22% of the 13F portfolio, value $1,629,462.

    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 14,637 shares
    Change vs previous 13F -1,653 shares

    0.21% of the 13F portfolio, value $1,485,669.

    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 16,290 shares
    Change vs previous 13F +22 shares

    0.21% of the 13F portfolio, value $1,386,646.

    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 16,268 shares
    Change vs previous 13F -1,770 shares

    0.19% of the 13F portfolio, value $1,154,845.

    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 18,038 shares
    Change vs previous 13F +667 shares

    0.21% of the 13F portfolio, value $1,269,695.

    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 17,371 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,087,425.

    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).