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Portside Wealth Group, LLC: GOVT position timeline

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

Portside Wealth Group, LLC held 217,927 GOVT 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 217,927 shares
    Change vs previous 13F +7,176 shares

    0.58% of the 13F portfolio, value $4,964,382.

    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 210,751 shares
    Change vs previous 13F +1,605 shares

    0.66% of the 13F portfolio, value $4,828,311.

    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 209,146 shares
    Change vs previous 13F +11,126 shares

    0.65% of the 13F portfolio, value $4,815,595.

    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 198,020 shares
    Change vs previous 13F -84,259 shares

    0.64% of the 13F portfolio, value $4,578,216.

    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 282,279 shares
    Change vs previous 13F +3,842 shares

    0.96% of the 13F portfolio, value $6,486,774.

    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 278,437 shares
    Change vs previous 13F +15,403 shares

    1.05% of the 13F portfolio, value $6,399,882.

    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 263,034 shares
    Change vs previous 13F +22,617 shares

    1% of the 13F portfolio, value $6,044,527.

    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 240,417 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $5,637,787.

    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).