Portside Wealth Group, LLC: CWAN position timeline

Portside Wealth Group, LLC held 0 CWAN shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -15,901 shares

   13F-HR 0002085853-26-000585 filed by Portside Wealth Group, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 15,901 shares

   Change vs previous 13F +14 shares

   0.05% of the 13F portfolio, value $383,533.

   13F-HR 0002085853-26-000060 filed by Portside Wealth Group, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 15,887 shares

   Change vs previous 13F +6,177 shares

   0.04% of the 13F portfolio, value $286,284.

   13F-HR 0002085853-25-000232 filed by Portside Wealth Group, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 9,710 shares

   Change vs previous 13F +2,035 shares

   0.03% of the 13F portfolio, value $212,940.

   13F-HR 0001667731-25-001085 filed by Portside Wealth Group, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F/A 7,675 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $205,690.

   13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).