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Disclosery

Portside Wealth Group, LLC: SAP position timeline

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

Portside Wealth Group, LLC held 1,897 SAP 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 1,897 shares
    Change vs previous 13F -760 shares

    0.03% of the 13F portfolio, value $292,347.

    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 2,657 shares
    Change vs previous 13F -2,214 shares

    0.06% of the 13F portfolio, value $454,905.

    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 4,871 shares
    Change vs previous 13F -1,016 shares

    0.16% of the 13F portfolio, value $1,183,215.

    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 5,887 shares
    Change vs previous 13F -319 shares

    0.22% of the 13F portfolio, value $1,573,065.

    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 6,206 shares
    Change vs previous 13F -164 shares

    0.28% of the 13F portfolio, value $1,887,245.

    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 6,370 shares
    Change vs previous 13F -1,366 shares

    0.28% of the 13F portfolio, value $1,709,963.

    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 7,736 shares
    Change vs previous 13F -263 shares

    0.32% of the 13F portfolio, value $1,904,681.

    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 7,999 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,832,571.

    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).