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Disclosery

Portside Wealth Group, LLC: TIP position timeline

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

Portside Wealth Group, LLC held 8,378 TIP 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 8,378 shares
    Change vs previous 13F +608 shares

    0.11% of the 13F portfolio, value $916,804.

    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 7,770 shares
    Change vs previous 13F -339 shares

    0.12% of the 13F portfolio, value $857,497.

    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 8,109 shares
    Change vs previous 13F -421 shares

    0.12% of the 13F portfolio, value $891,260.

    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 8,530 shares
    Change vs previous 13F -4,900 shares

    0.13% of the 13F portfolio, value $948,706.

    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 13,430 shares
    Change vs previous 13F -38,709 shares

    0.22% of the 13F portfolio, value $1,477,838.

    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 52,139 shares
    Change vs previous 13F +21,814 shares

    0.95% of the 13F portfolio, value $5,792,122.

    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 30,325 shares
    Change vs previous 13F +1,483 shares

    0.54% of the 13F portfolio, value $3,231,104.

    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 28,842 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,186,149.

    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).