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Disclosery

Portside Wealth Group, LLC: SAN position timeline

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

Portside Wealth Group, LLC held 47,727 SAN 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 47,727 shares
    Change vs previous 13F +4,397 shares

    0.08% of the 13F portfolio, value $658,633.

    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 43,330 shares
    Change vs previous 13F -5,012 shares

    0.07% of the 13F portfolio, value $488,763.

    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 48,342 shares
    Change vs previous 13F +7,895 shares

    0.08% of the 13F portfolio, value $567,052.

    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 40,447 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $423,884.

    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).