Skip to content
Disclosery

Portside Wealth Group, LLC: SPG position timeline

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

Portside Wealth Group, LLC held 7,306 SPG 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 7,306 shares
    Change vs previous 13F +200 shares

    0.19% of the 13F portfolio, value $1,634,102.

    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 7,106 shares
    Change vs previous 13F +170 shares

    0.18% of the 13F portfolio, value $1,325,553.

    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 6,936 shares
    Change vs previous 13F +602 shares

    0.17% of the 13F portfolio, value $1,283,984.

    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 6,334 shares
    Change vs previous 13F +202 shares

    0.16% of the 13F portfolio, value $1,188,754.

    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 6,132 shares
    Change vs previous 13F +376 shares

    0.15% of the 13F portfolio, value $985,818.

    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 5,756 shares
    Change vs previous 13F +1,321 shares

    0.16% of the 13F portfolio, value $955,986.

    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 4,435 shares
    Change vs previous 13F +282 shares

    0.13% of the 13F portfolio, value $763,833.

    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 4,153 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $702,011.

    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).