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Portside Wealth Group, LLC: CRM position timeline

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

Portside Wealth Group, LLC held 19,588 CRM 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 19,588 shares
    Change vs previous 13F +2,289 shares

    0.36% of the 13F portfolio, value $3,068,736.

    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 17,299 shares
    Change vs previous 13F +4,902 shares

    0.44% of the 13F portfolio, value $3,229,256.

    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 12,397 shares
    Change vs previous 13F +5,855 shares

    0.44% of the 13F portfolio, value $3,284,148.

    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 6,542 shares
    Change vs previous 13F +968 shares

    0.22% of the 13F portfolio, value $1,550,500.

    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 5,574 shares
    Change vs previous 13F +300 shares

    0.23% of the 13F portfolio, value $1,520,049.

    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 5,274 shares
    Change vs previous 13F +648 shares

    0.23% of the 13F portfolio, value $1,415,401.

    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 4,626 shares
    Change vs previous 13F +425 shares

    0.26% of the 13F portfolio, value $1,546,698.

    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 4,201 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,149,927.

    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).