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Portside Wealth Group, LLC: SPSM position timeline

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

Portside Wealth Group, LLC held 162,268 SPSM 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 162,268 shares
    Change vs previous 13F +11,930 shares

    1.09% of the 13F portfolio, value $9,357,960.

    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 150,338 shares
    Change vs previous 13F +12,358 shares

    0.99% of the 13F portfolio, value $7,264,332.

    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 137,980 shares
    Change vs previous 13F +13,257 shares

    0.88% of the 13F portfolio, value $6,465,747.

    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 124,723 shares
    Change vs previous 13F +18,304 shares

    0.8% of the 13F portfolio, value $5,777,169.

    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 106,419 shares
    Change vs previous 13F +9,347 shares

    0.67% of the 13F portfolio, value $4,533,450.

    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 97,072 shares
    Change vs previous 13F +7,080 shares

    0.65% of the 13F portfolio, value $3,956,655.

    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 89,992 shares
    Change vs previous 13F +27,591 shares

    0.67% of the 13F portfolio, value $4,042,441.

    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 62,401 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,839,870.

    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).