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Portside Wealth Group, LLC: PM position timeline

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

Portside Wealth Group, LLC held 29,002 PM 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 29,002 shares
    Change vs previous 13F +699 shares

    0.61% of the 13F portfolio, value $5,246,788.

    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 28,303 shares
    Change vs previous 13F +1,379 shares

    0.64% of the 13F portfolio, value $4,679,693.

    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 26,924 shares
    Change vs previous 13F +220 shares

    0.58% of the 13F portfolio, value $4,318,573.

    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 26,704 shares
    Change vs previous 13F -7,727 shares

    0.6% of the 13F portfolio, value $4,331,376.

    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 34,431 shares
    Change vs previous 13F -2,128 shares

    0.93% of the 13F portfolio, value $6,271,005.

    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 36,559 shares
    Change vs previous 13F -322 shares

    0.95% of the 13F portfolio, value $5,802,948.

    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 36,881 shares
    Change vs previous 13F +2,111 shares

    0.74% of the 13F portfolio, value $4,438,650.

    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 34,770 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,221,072.

    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).