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Disclosery

Portside Wealth Group, LLC: IDXX position timeline

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

Portside Wealth Group, LLC held 2,963 IDXX 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 2,963 shares
    Change vs previous 13F -365 shares

    0.18% of the 13F portfolio, value $1,559,842.

    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 3,328 shares
    Change vs previous 13F -1,469 shares

    0.25% of the 13F portfolio, value $1,869,970.

    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 4,797 shares
    Change vs previous 13F -416 shares

    0.44% of the 13F portfolio, value $3,245,315.

    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 5,213 shares
    Change vs previous 13F -397 shares

    0.46% of the 13F portfolio, value $3,330,534.

    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 5,610 shares
    Change vs previous 13F +5,046 shares

    0.45% of the 13F portfolio, value $3,008,867.

    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 564 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $236,852.

    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).