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Disclosery

Portside Wealth Group, LLC: CI position timeline

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

Portside Wealth Group, LLC held 5,666 CI 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 5,666 shares
    Change vs previous 13F +267 shares

    0.18% of the 13F portfolio, value $1,562,136.

    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 5,399 shares
    Change vs previous 13F +293 shares

    0.2% of the 13F portfolio, value $1,440,256.

    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 5,106 shares
    Change vs previous 13F +829 shares

    0.19% of the 13F portfolio, value $1,405,372.

    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 4,277 shares
    Change vs previous 13F +851 shares

    0.17% of the 13F portfolio, value $1,232,868.

    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 3,426 shares
    Change vs previous 13F -187 shares

    0.17% of the 13F portfolio, value $1,132,567.

    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 3,613 shares
    Change vs previous 13F +92 shares

    0.19% of the 13F portfolio, value $1,188,677.

    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 3,521 shares
    Change vs previous 13F +159 shares

    0.16% of the 13F portfolio, value $972,289.

    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 3,362 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,164,732.

    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).