Portside Wealth Group, LLC: GD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portside Wealth Group, LLC on GD, newest first. How the timeline and the estimate are built.
Portside Wealth Group, LLC held 5,360 GD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,360 sharesChange vs previous 13F -13 shares
0.22% of the 13F portfolio, value $1,898,597.
13F-HR 0002085853-26-000726 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,373 sharesChange vs previous 13F -248 shares
0.25% of the 13F portfolio, value $1,844,230.
13F-HR 0002085853-26-000585 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,621 sharesChange vs previous 13F -67 shares
0.26% of the 13F portfolio, value $1,892,375.
13F-HR 0002085853-26-000060 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,688 sharesChange vs previous 13F -179 shares
0.27% of the 13F portfolio, value $1,939,515.
13F-HR 0002085853-25-000232 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,867 sharesChange vs previous 13F -99 shares
0.25% of the 13F portfolio, value $1,711,286.
13F-HR 0001667731-25-001085 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 5,966 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $1,626,099.
13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 5,966 sharesChange vs previous 13F +58 shares
0.26% of the 13F portfolio, value $1,571,888.
13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,908 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $1,785,485.
13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).