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Portside Wealth Group, LLC: CSGP position timeline

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

Portside Wealth Group, LLC held 30,382 CSGP 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 30,382 shares
    Change vs previous 13F -7,146 shares

    0.1% of the 13F portfolio, value $860,418.

    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 37,528 shares
    Change vs previous 13F +18,380 shares

    0.21% of the 13F portfolio, value $1,513,880.

    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 19,148 shares
    Change vs previous 13F -4,842 shares

    0.17% of the 13F portfolio, value $1,287,511.

    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 23,990 shares
    Change vs previous 13F -2,496 shares

    0.28% of the 13F portfolio, value $2,024,037.

    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 26,486 shares
    Change vs previous 13F +2,711 shares

    0.32% of the 13F portfolio, value $2,129,475.

    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 23,775 shares
    Change vs previous 13F -381 shares

    0.31% of the 13F portfolio, value $1,883,693.

    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 24,156 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,729,328.

    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).