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Disclosery

Portside Wealth Group, LLC: RS position timeline

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

Portside Wealth Group, LLC held 642 RS 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 642 shares
    Change vs previous 13F -303 shares

    0.03% of the 13F portfolio, value $239,852.

    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 945 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $287,204.

    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 939 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $271,249.

    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 938 shares
    Change vs previous 13F -18 shares

    0.04% of the 13F portfolio, value $263,419.

    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 956 shares
    Change vs previous 13F +17 shares

    0.04% of the 13F portfolio, value $300,088.

    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 939 shares
    Change vs previous 13F -16 shares

    0.04% of the 13F portfolio, value $271,137.

    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 955 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $257,143.

    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 942 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $272,436.

    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).