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Disclosery

Portside Wealth Group, LLC: RRC position timeline

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

Portside Wealth Group, LLC held 9,634 RRC 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 9,634 shares
    Change vs previous 13F +706 shares

    0.04% of the 13F portfolio, value $358,290.

    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 8,928 shares
    Change vs previous 13F +179 shares

    0.05% of the 13F portfolio, value $403,369.

    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 8,749 shares
    Change vs previous 13F +1,043 shares

    0.04% of the 13F portfolio, value $308,491.

    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 7,706 shares
    Change vs previous 13F +405 shares

    0.04% of the 13F portfolio, value $290,055.

    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 7,301 shares
    Change vs previous 13F -38 shares

    0.04% of the 13F portfolio, value $296,933.

    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 7,339 shares
    Change vs previous 13F +821 shares

    0.05% of the 13F portfolio, value $293,048.

    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 6,518 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $234,518.

    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).