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Portside Wealth Group, LLC: SPTL position timeline

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

Portside Wealth Group, LLC held 198,701 SPTL 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 198,701 shares
    Change vs previous 13F +13,928 shares

    0.61% of the 13F portfolio, value $5,211,927.

    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 184,773 shares
    Change vs previous 13F +10,198 shares

    0.66% of the 13F portfolio, value $4,859,530.

    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 174,575 shares
    Change vs previous 13F +13,283 shares

    0.63% of the 13F portfolio, value $4,620,990.

    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 161,292 shares
    Change vs previous 13F +53,370 shares

    0.6% of the 13F portfolio, value $4,346,828.

    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 107,922 shares
    Change vs previous 13F +3,004 shares

    0.42% of the 13F portfolio, value $2,868,556.

    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 104,918 shares
    Change vs previous 13F +3,994 shares

    0.47% of the 13F portfolio, value $2,860,064.

    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 100,924 shares
    Change vs previous 13F -32,753 shares

    0.44% of the 13F portfolio, value $2,643,200.

    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 133,677 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,885,990.

    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).