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Portside Wealth Group, LLC: SBUX position timeline

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

Portside Wealth Group, LLC held 34,391 SBUX 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 34,391 shares
    Change vs previous 13F -1,670 shares

    0.41% of the 13F portfolio, value $3,514,443.

    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 36,061 shares
    Change vs previous 13F -7,702 shares

    0.44% of the 13F portfolio, value $3,230,696.

    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 43,763 shares
    Change vs previous 13F -5,063 shares

    0.5% of the 13F portfolio, value $3,685,260.

    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 48,826 shares
    Change vs previous 13F -2,004 shares

    0.57% of the 13F portfolio, value $4,130,688.

    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 50,830 shares
    Change vs previous 13F +14,609 shares

    0.69% of the 13F portfolio, value $4,657,524.

    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 36,221 shares
    Change vs previous 13F +21,197 shares

    0.58% of the 13F portfolio, value $3,552,981.

    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 15,024 shares
    Change vs previous 13F +989 shares

    0.23% of the 13F portfolio, value $1,370,985.

    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 14,035 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,368,323.

    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).