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Portside Wealth Group, LLC: OLLI position timeline

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

Portside Wealth Group, LLC held 5,764 OLLI 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 5,764 shares
    Change vs previous 13F -1,272 shares

    0.05% of the 13F portfolio, value $443,137.

    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 7,036 shares
    Change vs previous 13F -1,693 shares

    0.09% of the 13F portfolio, value $647,594.

    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 8,729 shares
    Change vs previous 13F -5,508 shares

    0.13% of the 13F portfolio, value $956,786.

    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 14,237 shares
    Change vs previous 13F -2,242 shares

    0.25% of the 13F portfolio, value $1,828,031.

    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 16,479 shares
    Change vs previous 13F -338 shares

    0.32% of the 13F portfolio, value $2,171,602.

    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 16,817 shares
    Change vs previous 13F +655 shares

    0.32% of the 13F portfolio, value $1,956,826.

    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 16,162 shares
    Change vs previous 13F +3,514 shares

    0.29% of the 13F portfolio, value $1,773,456.

    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 12,648 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,229,385.

    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).