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Portside Wealth Group, LLC: EPAM position timeline

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

Portside Wealth Group, LLC held 16,942 EPAM 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 16,942 shares
    Change vs previous 13F +4,521 shares

    0.16% of the 13F portfolio, value $1,344,348.

    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 12,421 shares
    Change vs previous 13F +4,647 shares

    0.23% of the 13F portfolio, value $1,681,804.

    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 7,774 shares
    Change vs previous 13F -815 shares

    0.22% of the 13F portfolio, value $1,592,737.

    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 8,589 shares
    Change vs previous 13F +2,607 shares

    0.18% of the 13F portfolio, value $1,295,135.

    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 5,982 shares
    Change vs previous 13F +1,027 shares

    0.16% of the 13F portfolio, value $1,057,737.

    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 4,955 shares
    Change vs previous 13F -57 shares

    0.14% of the 13F portfolio, value $836,603.

    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 5,012 shares
    Change vs previous 13F -124 shares

    0.19% of the 13F portfolio, value $1,171,906.

    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 5,136 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,022,219.

    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).