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Portside Wealth Group, LLC: SPYV position timeline

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

Portside Wealth Group, LLC held 255,960 SPYV 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 255,960 shares
    Change vs previous 13F +13,184 shares

    1.82% of the 13F portfolio, value $15,559,806.

    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 242,776 shares
    Change vs previous 13F +20,855 shares

    1.86% of the 13F portfolio, value $13,736,252.

    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 221,921 shares
    Change vs previous 13F +19,659 shares

    1.71% of the 13F portfolio, value $12,607,326.

    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 202,262 shares
    Change vs previous 13F +29,240 shares

    1.55% of the 13F portfolio, value $11,191,172.

    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 173,022 shares
    Change vs previous 13F +10,003 shares

    1.34% of the 13F portfolio, value $9,055,973.

    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 163,019 shares
    Change vs previous 13F +10,809 shares

    1.36% of the 13F portfolio, value $8,325,365.

    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 152,210 shares
    Change vs previous 13F -19,502 shares

    1.29% of the 13F portfolio, value $7,784,008.

    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 171,712 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $9,076,696.

    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).