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Portside Wealth Group, LLC: SPYG position timeline

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

Portside Wealth Group, LLC held 233,134 SPYG 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 233,134 shares
    Change vs previous 13F +3,236 shares

    3.24% of the 13F portfolio, value $27,740,633.

    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 229,898 shares
    Change vs previous 13F +21,096 shares

    3.06% of the 13F portfolio, value $22,509,253.

    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 208,802 shares
    Change vs previous 13F +17,545 shares

    3.02% of the 13F portfolio, value $22,279,091.

    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 191,257 shares
    Change vs previous 13F -10,199 shares

    2.77% of the 13F portfolio, value $19,988,264.

    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 201,456 shares
    Change vs previous 13F +11,271 shares

    2.84% of the 13F portfolio, value $19,202,761.

    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 190,185 shares
    Change vs previous 13F +11,899 shares

    2.5% of the 13F portfolio, value $15,285,130.

    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 178,286 shares
    Change vs previous 13F +55,413 shares

    2.6% of the 13F portfolio, value $15,671,365.

    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 122,873 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $10,191,087.

    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).