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Portside Wealth Group, LLC: PWRD position timeline

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

Portside Wealth Group, LLC held 13,379 PWRD 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 13,379 shares
    Change vs previous 13F -1,032 shares

    0.19% of the 13F portfolio, value $1,645,082.

    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 14,411 shares
    Change vs previous 13F +1,355 shares

    0.19% of the 13F portfolio, value $1,408,906.

    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 13,056 shares
    Change vs previous 13F +654 shares

    0.17% of the 13F portfolio, value $1,255,408.

    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 12,402 shares
    Change vs previous 13F +112 shares

    0.17% of the 13F portfolio, value $1,211,562.

    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 12,290 shares
    Change vs previous 13F +4,526 shares

    0.16% of the 13F portfolio, value $1,108,189.

    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 7,764 shares
    Change vs previous 13F -5,897 shares

    0.09% of the 13F portfolio, value $541,506.

    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 13,661 shares
    Change vs previous 13F +735 shares

    0.16% of the 13F portfolio, value $991,379.

    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 12,926 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $955,608.

    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).