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Portside Wealth Group, LLC: STIP position timeline

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

Portside Wealth Group, LLC held 23,107 STIP 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 23,107 shares
    Change vs previous 13F +3,089 shares

    0.28% of the 13F portfolio, value $2,360,609.

    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 20,018 shares
    Change vs previous 13F -21,576 shares

    0.28% of the 13F portfolio, value $2,070,430.

    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 41,594 shares
    Change vs previous 13F +2,921 shares

    0.58% of the 13F portfolio, value $4,258,779.

    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 38,673 shares
    Change vs previous 13F +2,278 shares

    0.55% of the 13F portfolio, value $3,997,255.

    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 36,395 shares
    Change vs previous 13F +1,212 shares

    0.55% of the 13F portfolio, value $3,745,358.

    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 35,183 shares
    Change vs previous 13F +2,188 shares

    0.59% of the 13F portfolio, value $3,640,339.

    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 32,995 shares
    Change vs previous 13F +16,740 shares

    0.55% of the 13F portfolio, value $3,319,270.

    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 16,255 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,646,964.

    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).