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Disclosery

Portside Wealth Group, LLC: V position timeline

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

Portside Wealth Group, LLC held 26,094 V 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 26,094 shares
    Change vs previous 13F -969 shares

    1.05% of the 13F portfolio, value $8,952,579.

    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 27,063 shares
    Change vs previous 13F -3,280 shares

    1.11% of the 13F portfolio, value $8,179,659.

    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 30,343 shares
    Change vs previous 13F -838 shares

    1.44% of the 13F portfolio, value $10,641,670.

    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 31,181 shares
    Change vs previous 13F -3,058 shares

    1.48% of the 13F portfolio, value $10,644,531.

    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 34,239 shares
    Change vs previous 13F -1,242 shares

    1.8% of the 13F portfolio, value $12,156,431.

    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 35,481 shares
    Change vs previous 13F +154 shares

    2.03% of the 13F portfolio, value $12,434,798.

    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 35,327 shares
    Change vs previous 13F -542 shares

    1.85% of the 13F portfolio, value $11,164,772.

    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 35,869 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $9,862,109.

    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).