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Disclosery

Portside Wealth Group, LLC: MA position timeline

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

Portside Wealth Group, LLC held 7,423 MA 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 7,423 shares
    Change vs previous 13F -1,267 shares

    0.45% of the 13F portfolio, value $3,812,776.

    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 8,690 shares
    Change vs previous 13F -2,919 shares

    0.59% of the 13F portfolio, value $4,342,303.

    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 11,609 shares
    Change vs previous 13F -1,503 shares

    0.9% of the 13F portfolio, value $6,627,270.

    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 13,112 shares
    Change vs previous 13F -807 shares

    1.04% of the 13F portfolio, value $7,458,121.

    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 13,919 shares
    Change vs previous 13F -23 shares

    1.16% of the 13F portfolio, value $7,821,487.

    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 13,942 shares
    Change vs previous 13F -320 shares

    1.25% of the 13F portfolio, value $7,641,701.

    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 14,262 shares
    Change vs previous 13F -244 shares

    1.24% of the 13F portfolio, value $7,509,727.

    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 14,506 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $7,162,829.

    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).