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Portside Wealth Group, LLC: JPST position timeline

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

Portside Wealth Group, LLC held 21,181 JPST 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 21,181 shares
    Change vs previous 13F +665 shares

    0.13% of the 13F portfolio, value $1,071,098.

    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 20,516 shares
    Change vs previous 13F +1,337 shares

    0.14% of the 13F portfolio, value $1,038,290.

    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 19,179 shares
    Change vs previous 13F +3,268 shares

    0.13% of the 13F portfolio, value $970,241.

    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 15,911 shares
    Change vs previous 13F +3,289 shares

    0.11% of the 13F portfolio, value $807,140.

    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 12,622 shares
    Change vs previous 13F -394,711 shares

    0.09% of the 13F portfolio, value $639,697.

    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 407,333 shares
    Change vs previous 13F +19,989 shares

    3.37% of the 13F portfolio, value $20,623,290.

    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 387,344 shares
    Change vs previous 13F -21,281 shares

    3.23% of the 13F portfolio, value $19,510,519.

    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 408,625 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $20,733,675.

    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).