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Portside Wealth Group, LLC: META position timeline

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

Portside Wealth Group, LLC held 14,755 META 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 14,755 shares
    Change vs previous 13F +573 shares

    0.97% of the 13F portfolio, value $8,311,316.

    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 14,182 shares
    Change vs previous 13F +2,437 shares

    1.1% of the 13F portfolio, value $8,113,885.

    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 11,745 shares
    Change vs previous 13F +258 shares

    1.05% of the 13F portfolio, value $7,752,643.

    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 11,487 shares
    Change vs previous 13F +1,524 shares

    1.17% of the 13F portfolio, value $8,435,952.

    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 9,963 shares
    Change vs previous 13F +1,061 shares

    1.09% of the 13F portfolio, value $7,353,700.

    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 8,902 shares
    Change vs previous 13F +1,187 shares

    0.84% of the 13F portfolio, value $5,130,833.

    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 7,715 shares
    Change vs previous 13F +1,799 shares

    0.75% of the 13F portfolio, value $4,517,268.

    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 5,916 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,386,599.

    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).