Skip to content
Disclosery

Portside Wealth Group, LLC: DCI position timeline

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

Portside Wealth Group, LLC held 2,889 DCI 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 2,889 shares
    Change vs previous 13F -63 shares

    0.03% of the 13F portfolio, value $259,346.

    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 2,952 shares
    Change vs previous 13F -55 shares

    0.03% of the 13F portfolio, value $250,536.

    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 3,007 shares
    Change vs previous 13F -129 shares

    0.04% of the 13F portfolio, value $266,601.

    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 3,136 shares
    Change vs previous 13F -155 shares

    0.04% of the 13F portfolio, value $256,682.

    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 3,291 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $228,231.

    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).