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Portside Wealth Group, LLC: FTI position timeline

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

Portside Wealth Group, LLC held 28,154 FTI 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 28,154 shares
    Change vs previous 13F +2,406 shares

    0.22% of the 13F portfolio, value $1,866,611.

    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 25,748 shares
    Change vs previous 13F -8,811 shares

    0.24% of the 13F portfolio, value $1,779,959.

    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 34,559 shares
    Change vs previous 13F +1,383 shares

    0.21% of the 13F portfolio, value $1,539,950.

    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 33,176 shares
    Change vs previous 13F -3,617 shares

    0.18% of the 13F portfolio, value $1,308,793.

    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 36,793 shares
    Change vs previous 13F -1,553 shares

    0.19% of the 13F portfolio, value $1,267,151.

    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 38,346 shares
    Change vs previous 13F +1,855 shares

    0.2% of the 13F portfolio, value $1,215,184.

    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 36,491 shares
    Change vs previous 13F -548 shares

    0.17% of the 13F portfolio, value $1,056,050.

    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 37,039 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $971,533.

    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).