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Disclosery

Portside Wealth Group, LLC: SPDW position timeline

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

Portside Wealth Group, LLC held 417,773 SPDW 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 417,773 shares
    Change vs previous 13F +19,270 shares

    2.46% of the 13F portfolio, value $21,051,581.

    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 398,503 shares
    Change vs previous 13F +27,497 shares

    2.47% of the 13F portfolio, value $18,191,663.

    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 371,006 shares
    Change vs previous 13F +40,375 shares

    2.23% of the 13F portfolio, value $16,476,413.

    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 330,631 shares
    Change vs previous 13F +33,239 shares

    1.96% of the 13F portfolio, value $14,147,712.

    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 297,392 shares
    Change vs previous 13F +12,432 shares

    1.78% of the 13F portfolio, value $12,041,413.

    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 284,960 shares
    Change vs previous 13F +18,128 shares

    1.69% of the 13F portfolio, value $10,375,387.

    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 266,832 shares
    Change vs previous 13F +25,958 shares

    1.51% of the 13F portfolio, value $9,106,970.

    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 240,874 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $9,047,227.

    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).