Skip to content
Disclosery

Portside Wealth Group, LLC: CHRW position timeline

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

Portside Wealth Group, LLC held 7,258 CHRW 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 7,258 shares
    Change vs previous 13F +309 shares

    0.16% of the 13F portfolio, value $1,367,014.

    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 6,949 shares
    Change vs previous 13F +827 shares

    0.16% of the 13F portfolio, value $1,153,997.

    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 6,122 shares
    Change vs previous 13F +168 shares

    0.13% of the 13F portfolio, value $984,251.

    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 5,954 shares
    Change vs previous 13F -2,327 shares

    0.11% of the 13F portfolio, value $788,314.

    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 8,281 shares
    Change vs previous 13F -139 shares

    0.12% of the 13F portfolio, value $794,572.

    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 8,420 shares
    Change vs previous 13F +42 shares

    0.14% of the 13F portfolio, value $862,242.

    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 8,378 shares
    Change vs previous 13F -200 shares

    0.14% of the 13F portfolio, value $865,565.

    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 8,578 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $946,725.

    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).