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Portside Wealth Group, LLC: T position timeline

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

Portside Wealth Group, LLC held 92,057 T 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 92,057 shares
    Change vs previous 13F +1,406 shares

    0.22% of the 13F portfolio, value $1,905,587.

    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 90,651 shares
    Change vs previous 13F +20,539 shares

    0.36% of the 13F portfolio, value $2,627,962.

    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 70,112 shares
    Change vs previous 13F -5,742 shares

    0.24% of the 13F portfolio, value $1,741,570.

    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 75,854 shares
    Change vs previous 13F +359 shares

    0.3% of the 13F portfolio, value $2,142,116.

    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 75,495 shares
    Change vs previous 13F +2,588 shares

    0.32% of the 13F portfolio, value $2,184,836.

    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 72,907 shares
    Change vs previous 13F -29,483 shares

    0.34% of the 13F portfolio, value $2,061,819.

    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 102,390 shares
    Change vs previous 13F -554 shares

    0.39% of the 13F portfolio, value $2,331,412.

    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 102,944 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,264,764.

    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).