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Portside Wealth Group, LLC: PCG position timeline

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

Portside Wealth Group, LLC held 98,846 PCG 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 98,846 shares
    Change vs previous 13F +12,956 shares

    0.19% of the 13F portfolio, value $1,662,594.

    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 85,890 shares
    Change vs previous 13F +584 shares

    0.2% of the 13F portfolio, value $1,509,095.

    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 85,306 shares
    Change vs previous 13F +4,491 shares

    0.19% of the 13F portfolio, value $1,370,875.

    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 80,815 shares
    Change vs previous 13F +10,894 shares

    0.17% of the 13F portfolio, value $1,218,690.

    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 69,921 shares
    Change vs previous 13F +1,256 shares

    0.14% of the 13F portfolio, value $974,698.

    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 68,665 shares
    Change vs previous 13F +8,498 shares

    0.19% of the 13F portfolio, value $1,179,665.

    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 60,167 shares
    Change vs previous 13F -1,602 shares

    0.2% of the 13F portfolio, value $1,214,170.

    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 61,769 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,221,173.

    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).