Skip to content
Disclosery

Portside Wealth Group, LLC: UPS position timeline

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

Portside Wealth Group, LLC held 22,846 UPS 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 22,846 shares
    Change vs previous 13F -158 shares

    0.29% of the 13F portfolio, value $2,455,898.

    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 23,004 shares
    Change vs previous 13F +2,205 shares

    0.31% of the 13F portfolio, value $2,263,090.

    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 20,799 shares
    Change vs previous 13F -2,095 shares

    0.28% of the 13F portfolio, value $2,063,007.

    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 22,894 shares
    Change vs previous 13F +3,795 shares

    0.27% of the 13F portfolio, value $1,912,297.

    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 19,099 shares
    Change vs previous 13F +29 shares

    0.29% of the 13F portfolio, value $1,927,805.

    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 19,070 shares
    Change vs previous 13F +4,639 shares

    0.34% of the 13F portfolio, value $2,097,504.

    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 14,431 shares
    Change vs previous 13F -833 shares

    0.3% of the 13F portfolio, value $1,819,783.

    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 15,264 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,081,037.

    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).