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Portside Wealth Group, LLC: TXN position timeline

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

Portside Wealth Group, LLC held 5,663 TXN 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 5,663 shares
    Change vs previous 13F -456 shares

    0.2% of the 13F portfolio, value $1,687,970.

    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 6,119 shares
    Change vs previous 13F -204 shares

    0.16% of the 13F portfolio, value $1,187,943.

    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 6,323 shares
    Change vs previous 13F -1,318 shares

    0.15% of the 13F portfolio, value $1,097,024.

    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 7,641 shares
    Change vs previous 13F -93 shares

    0.19% of the 13F portfolio, value $1,403,903.

    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 7,734 shares
    Change vs previous 13F +1,331 shares

    0.24% of the 13F portfolio, value $1,605,733.

    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 6,403 shares
    Change vs previous 13F +149 shares

    0.19% of the 13F portfolio, value $1,150,619.

    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 6,254 shares
    Change vs previous 13F +902 shares

    0.19% of the 13F portfolio, value $1,172,688.

    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 5,352 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,105,563.

    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).