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Portside Wealth Group, LLC: CSMD position timeline

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

Portside Wealth Group, LLC held 24,711 CSMD 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 24,711 shares
    Change vs previous 13F -60,145 shares

    0.11% of the 13F portfolio, value $901,704.

    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 84,856 shares
    Change vs previous 13F +27,177 shares

    0.35% of the 13F portfolio, value $2,605,928.

    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 57,679 shares
    Change vs previous 13F +15,772 shares

    0.25% of the 13F portfolio, value $1,823,810.

    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 41,907 shares
    Change vs previous 13F +12,511 shares

    0.19% of the 13F portfolio, value $1,395,922.

    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 29,396 shares
    Change vs previous 13F -1,567 shares

    0.14% of the 13F portfolio, value $916,567.

    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 30,963 shares
    Change vs previous 13F -1,733 shares

    0.14% of the 13F portfolio, value $856,437.

    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 32,696 shares
    Change vs previous 13F -24,568 shares

    0.16% of the 13F portfolio, value $978,264.

    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 57,264 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,712,766.

    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).