Portside Wealth Group, LLC: SPY position timeline

Portside Wealth Group, LLC held 2,184 SPY 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 2,184 shares

   Change vs previous 13F +1,000 shares

   0.19% of the 13F portfolio, value $1,630,946.

   13F-HR 0002085853-26-000726 filed by Portside Wealth Group, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,184 shares

   Change vs previous 13F -50 shares

   0.1% of the 13F portfolio, value $770,003.

   13F-HR 0002085853-26-000585 filed by Portside Wealth Group, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,234 shares

   Change vs previous 13F +1,234 shares

   0.11% of the 13F portfolio, value $841,489.

   13F-HR 0002085853-26-000060 filed by Portside Wealth Group, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F/A 0 shares

   Change vs previous 13F -1,230 shares

   13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 1,230 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $705,725.

   13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).