Portside Wealth Group, LLC: NET position timeline

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

Portside Wealth Group, LLC held 2,598 NET shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

period ended2026-06-30
13F 2,598 shares
Change vs previous 13F -66 shares
0.07% of the 13F portfolio, value $637,237.
13F-HR 0002085853-26-000726 filed by Portside Wealth Group, LLC
Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,664 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $549,689.
13F-HR 0002085853-26-000585 filed by Portside Wealth Group, LLC
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).