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Portside Wealth Group, LLC: SPSB position timeline

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

Portside Wealth Group, LLC held 75,027 SPSB 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 75,027 shares
    Change vs previous 13F +3,166 shares

    0.26% of the 13F portfolio, value $2,251,552.

    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 71,861 shares
    Change vs previous 13F +1,334 shares

    0.29% of the 13F portfolio, value $2,160,872.

    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 70,527 shares
    Change vs previous 13F +2,381 shares

    0.29% of the 13F portfolio, value $2,129,912.

    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 68,146 shares
    Change vs previous 13F +957 shares

    0.29% of the 13F portfolio, value $2,064,130.

    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 67,189 shares
    Change vs previous 13F +230 shares

    0.3% of the 13F portfolio, value $2,028,421.

    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 66,959 shares
    Change vs previous 13F +1,728 shares

    0.33% of the 13F portfolio, value $2,015,457.

    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 65,231 shares
    Change vs previous 13F +14,678 shares

    0.32% of the 13F portfolio, value $1,947,806.

    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 50,553 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,530,759.

    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).