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Portside Wealth Group, LLC: RMBS position timeline

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

Portside Wealth Group, LLC held 8,158 RMBS 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 8,158 shares
    Change vs previous 13F -2,253 shares

    0.13% of the 13F portfolio, value $1,082,893.

    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 10,411 shares
    Change vs previous 13F -1,104 shares

    0.12% of the 13F portfolio, value $895,659.

    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 11,515 shares
    Change vs previous 13F +1,297 shares

    0.14% of the 13F portfolio, value $1,058,113.

    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 10,218 shares
    Change vs previous 13F +1,329 shares

    0.15% of the 13F portfolio, value $1,064,716.

    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 8,889 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $569,074.

    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 8,924 shares
    Change vs previous 13F +4,268 shares

    0.08% of the 13F portfolio, value $462,041.

    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 4,656 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $246,116.

    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).