Portside Wealth Group, LLC: RSG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portside Wealth Group, LLC on RSG, newest first. How the timeline and the estimate are built.
Portside Wealth Group, LLC held 4,827 RSG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,827 sharesChange vs previous 13F -450 shares
0.12% of the 13F portfolio, value $1,028,437.
13F-HR 0002085853-26-000726 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,277 sharesChange vs previous 13F +234 shares
0.16% of the 13F portfolio, value $1,155,665.
13F-HR 0002085853-26-000585 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,043 sharesChange vs previous 13F -568 shares
0.14% of the 13F portfolio, value $1,068,786.
13F-HR 0002085853-26-000060 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,611 sharesChange vs previous 13F +200 shares
0.18% of the 13F portfolio, value $1,287,627.
13F-HR 0002085853-25-000232 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,411 sharesChange vs previous 13F -1,115 shares
0.2% of the 13F portfolio, value $1,334,411.
13F-HR 0001667731-25-001085 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 6,526 sharesChange vs previous 13F +447 shares
0.26% of the 13F portfolio, value $1,580,336.
13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 6,079 sharesChange vs previous 13F +111 shares
0.2% of the 13F portfolio, value $1,222,973.
13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,968 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $1,198,412.
13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).