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Disclosery

Portside Wealth Group, LLC: SPEM position timeline

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

Portside Wealth Group, LLC held 170,496 SPEM 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 170,496 shares
    Change vs previous 13F +16,879 shares

    1.03% of the 13F portfolio, value $8,828,272.

    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 153,617 shares
    Change vs previous 13F -115,965 shares

    0.98% of the 13F portfolio, value $7,206,196.

    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 269,582 shares
    Change vs previous 13F +50,639 shares

    1.71% of the 13F portfolio, value $12,619,121.

    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 218,943 shares
    Change vs previous 13F +8,001 shares

    1.42% of the 13F portfolio, value $10,248,722.

    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 210,942 shares
    Change vs previous 13F +84,586 shares

    1.34% of the 13F portfolio, value $9,015,661.

    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 126,356 shares
    Change vs previous 13F +25,234 shares

    0.81% of the 13F portfolio, value $4,974,636.

    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 101,122 shares
    Change vs previous 13F +1,675 shares

    0.64% of the 13F portfolio, value $3,880,051.

    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 99,447 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $4,105,173.

    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).