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Portside Wealth Group, LLC: MOG-A position timeline

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

Portside Wealth Group, LLC held 2,679 MOG-A 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 2,679 shares
    Change vs previous 13F +152 shares

    0.13% of the 13F portfolio, value $1,135,485.

    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 2,527 shares
    Change vs previous 13F +166 shares

    0.1% of the 13F portfolio, value $739,508.

    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 2,361 shares
    Change vs previous 13F +276 shares

    0.08% of the 13F portfolio, value $575,025.

    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 2,085 shares
    Change vs previous 13F +329 shares

    0.06% of the 13F portfolio, value $432,992.

    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 1,756 shares
    Change vs previous 13F -63 shares

    0.05% of the 13F portfolio, value $317,783.

    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 1,819 shares
    Change vs previous 13F +167 shares

    0.05% of the 13F portfolio, value $315,324.

    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 1,652 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $325,180.

    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).