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Portside Wealth Group, LLC: NOC position timeline

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

Portside Wealth Group, LLC held 2,108 NOC 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 2,108 shares
    Change vs previous 13F +65 shares

    0.13% of the 13F portfolio, value $1,073,628.

    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 2,043 shares
    Change vs previous 13F +57 shares

    0.19% of the 13F portfolio, value $1,393,817.

    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 1,986 shares
    Change vs previous 13F +30 shares

    0.15% of the 13F portfolio, value $1,132,437.

    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 1,956 shares
    Change vs previous 13F +44 shares

    0.17% of the 13F portfolio, value $1,191,830.

    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 1,912 shares
    Change vs previous 13F +81 shares

    0.14% of the 13F portfolio, value $955,962.

    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 1,831 shares
    Change vs previous 13F -11 shares

    0.15% of the 13F portfolio, value $937,490.

    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 1,842 shares
    Change vs previous 13F -2 shares

    0.14% of the 13F portfolio, value $864,432.

    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 1,844 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $973,761.

    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).