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Portside Wealth Group, LLC: SPMB position timeline

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

Portside Wealth Group, LLC held 284,956 SPMB 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 284,956 shares
    Change vs previous 13F +17,433 shares

    0.74% of the 13F portfolio, value $6,357,368.

    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 267,523 shares
    Change vs previous 13F +9,949 shares

    0.81% of the 13F portfolio, value $5,989,839.

    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 257,574 shares
    Change vs previous 13F +17,005 shares

    0.78% of the 13F portfolio, value $5,773,505.

    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 240,569 shares
    Change vs previous 13F +3,831 shares

    0.75% of the 13F portfolio, value $5,398,358.

    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 236,738 shares
    Change vs previous 13F +17,793 shares

    0.78% of the 13F portfolio, value $5,231,911.

    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 218,945 shares
    Change vs previous 13F +8,945 shares

    0.79% of the 13F portfolio, value $4,827,742.

    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 210,000 shares
    Change vs previous 13F +12,553 shares

    0.75% of the 13F portfolio, value $4,525,497.

    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 197,447 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $4,448,493.

    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).