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Portside Wealth Group, LLC: SLYG position timeline

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

Portside Wealth Group, LLC held 29,812 SLYG 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 29,812 shares
    Change vs previous 13F +1,361 shares

    0.41% of the 13F portfolio, value $3,551,513.

    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 28,451 shares
    Change vs previous 13F +619 shares

    0.37% of the 13F portfolio, value $2,748,929.

    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 27,832 shares
    Change vs previous 13F +2,957 shares

    0.36% of the 13F portfolio, value $2,621,471.

    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 24,875 shares
    Change vs previous 13F -30,853 shares

    0.33% of the 13F portfolio, value $2,345,922.

    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 55,728 shares
    Change vs previous 13F +3,132 shares

    0.73% of the 13F portfolio, value $4,945,888.

    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 52,596 shares
    Change vs previous 13F +3,504 shares

    0.71% of the 13F portfolio, value $4,365,468.

    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 49,092 shares
    Change vs previous 13F -9,497 shares

    0.73% of the 13F portfolio, value $4,435,462.

    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 58,589 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $5,455,222.

    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).