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Disclosery

Portside Wealth Group, LLC: FN position timeline

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

Portside Wealth Group, LLC held 0 FN shares at 2024-12-31 per its 13F-HR/A filed 2025-04-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F/A 0 shares
    Change vs previous 13F -1,425 shares

    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).

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

  2. period ended2024-09-30
    13F 1,425 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $336,927.

    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).