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Disclosery

Portside Wealth Group, LLC: FSV position timeline

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

Portside Wealth Group, LLC held 0 FSV shares at 2025-12-31 per its 13F-HR filed 2026-01-21.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,293 shares

    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).

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

  2. period ended2025-09-30
    13F 1,293 shares
    Change vs previous 13F -31 shares

    0.03% of the 13F portfolio, value $246,304.

    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).

  3. period ended2025-06-30
    13F 1,324 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $231,197.

    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).