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Portside Wealth Group, LLC: GWX position timeline

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

Portside Wealth Group, LLC held 46,267 GWX 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 46,267 shares
    Change vs previous 13F +10,504 shares

    0.24% of the 13F portfolio, value $2,024,644.

    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 35,763 shares
    Change vs previous 13F +1,847 shares

    0.21% of the 13F portfolio, value $1,510,271.

    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 33,916 shares
    Change vs previous 13F +11,678 shares

    0.19% of the 13F portfolio, value $1,385,808.

    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 22,238 shares
    Change vs previous 13F +1,071 shares

    0.12% of the 13F portfolio, value $893,522.

    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 21,167 shares
    Change vs previous 13F +1,447 shares

    0.12% of the 13F portfolio, value $786,989.

    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 19,720 shares
    Change vs previous 13F +1,392 shares

    0.1% of the 13F portfolio, value $630,251.

    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 18,328 shares
    Change vs previous 13F +951 shares

    0.09% of the 13F portfolio, value $567,893.

    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 17,377 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $593,077.

    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).