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Disclosery

Portside Wealth Group, LLC: SKY position timeline

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

Portside Wealth Group, LLC held 7,791 SKY 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 7,791 shares
    Change vs previous 13F +1,003 shares

    0.08% of the 13F portfolio, value $686,543.

    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 6,788 shares
    Change vs previous 13F +327 shares

    0.07% of the 13F portfolio, value $504,824.

    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 6,461 shares
    Change vs previous 13F +891 shares

    0.07% of the 13F portfolio, value $545,955.

    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 5,570 shares
    Change vs previous 13F +1,853 shares

    0.06% of the 13F portfolio, value $425,381.

    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 3,717 shares
    Change vs previous 13F -156 shares

    0.03% of the 13F portfolio, value $232,721.

    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 3,873 shares
    Change vs previous 13F +306 shares

    0.06% of the 13F portfolio, value $367,005.

    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 3,567 shares
    Change vs previous 13F +228 shares

    0.05% of the 13F portfolio, value $314,253.

    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 3,339 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $316,704.

    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).