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Disclosery

Portside Wealth Group, LLC: COP position timeline

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

Portside Wealth Group, LLC held 18,146 COP 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 18,146 shares
    Change vs previous 13F +156 shares

    0.22% of the 13F portfolio, value $1,886,479.

    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 17,990 shares
    Change vs previous 13F +56 shares

    0.32% of the 13F portfolio, value $2,374,680.

    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 17,934 shares
    Change vs previous 13F +171 shares

    0.23% of the 13F portfolio, value $1,678,801.

    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 17,763 shares
    Change vs previous 13F +1,264 shares

    0.23% of the 13F portfolio, value $1,680,202.

    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 16,499 shares
    Change vs previous 13F +2,624 shares

    0.22% of the 13F portfolio, value $1,480,620.

    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 13,875 shares
    Change vs previous 13F +1,361 shares

    0.24% of the 13F portfolio, value $1,457,152.

    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 12,514 shares
    Change vs previous 13F +3,815 shares

    0.21% of the 13F portfolio, value $1,241,013.

    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 8,699 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $915,831.

    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).