Portside Wealth Group, LLC: EXPO position timeline

Portside Wealth Group, LLC held 0 EXPO shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -3,004 shares

   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).

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

2. period ended2025-06-30

   13F 3,004 shares

   Change vs previous 13F +11 shares

   0.03% of the 13F portfolio, value $224,429.

   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).

3. period ended2025-03-31

   13F/A 2,993 shares

   Change vs previous 13F +170 shares

   0.04% of the 13F portfolio, value $242,613.

   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).

4. period ended2024-12-31

   13F/A 2,823 shares

   Change vs previous 13F +314 shares

   0.04% of the 13F portfolio, value $251,529.

   13F-HR/A 0001667731-25-000428 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).

5. period ended2024-09-30

   13F 2,509 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $289,238.

   13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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