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Portside Wealth Group, LLC: NOW position timeline

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

Portside Wealth Group, LLC held 20,704 NOW 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 20,704 shares
    Change vs previous 13F -5,885 shares

    0.24% of the 13F portfolio, value $2,055,493.

    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 26,589 shares
    Change vs previous 13F +2,868 shares

    0.38% of the 13F portfolio, value $2,779,880.

    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 23,721 shares
    Change vs previous 13F +19,212 shares

    0.49% of the 13F portfolio, value $3,633,820.

    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 4,509 shares
    Change vs previous 13F -448 shares

    0.58% of the 13F portfolio, value $4,149,542.

    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 4,957 shares
    Change vs previous 13F +459 shares

    0.75% of the 13F portfolio, value $5,096,193.

    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 4,498 shares
    Change vs previous 13F -2,714 shares

    0.58% of the 13F portfolio, value $3,581,038.

    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 7,212 shares
    Change vs previous 13F -2,122 shares

    1.27% of the 13F portfolio, value $7,645,585.

    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 9,334 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $8,348,237.

    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).