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Portside Wealth Group, LLC: NVT position timeline

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

Portside Wealth Group, LLC held 7,534 NVT 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 7,534 shares
    Change vs previous 13F -936 shares

    0.15% of the 13F portfolio, value $1,277,842.

    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 8,470 shares
    Change vs previous 13F +61 shares

    0.14% of the 13F portfolio, value $1,001,832.

    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 8,409 shares
    Change vs previous 13F +372 shares

    0.12% of the 13F portfolio, value $857,466.

    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 8,037 shares
    Change vs previous 13F +26 shares

    0.11% of the 13F portfolio, value $792,770.

    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 8,011 shares
    Change vs previous 13F +404 shares

    0.09% of the 13F portfolio, value $586,806.

    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 7,607 shares
    Change vs previous 13F +499 shares

    0.07% of the 13F portfolio, value $398,759.

    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 7,108 shares
    Change vs previous 13F +153 shares

    0.08% of the 13F portfolio, value $484,481.

    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 6,955 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $488,658.

    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).