Skip to content
Disclosery

Portside Wealth Group, LLC: VCIT position timeline

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

Portside Wealth Group, LLC held 56,371 VCIT 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 56,371 shares
    Change vs previous 13F +2,134 shares

    0.54% of the 13F portfolio, value $4,659,006.

    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 54,237 shares
    Change vs previous 13F +2,211 shares

    0.61% of the 13F portfolio, value $4,488,080.

    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 52,026 shares
    Change vs previous 13F +3,320 shares

    0.59% of the 13F portfolio, value $4,357,177.

    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 48,706 shares
    Change vs previous 13F -7,851 shares

    0.57% of the 13F portfolio, value $4,096,682.

    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 56,557 shares
    Change vs previous 13F +968 shares

    0.69% of the 13F portfolio, value $4,689,700.

    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 55,589 shares
    Change vs previous 13F -2,311 shares

    0.74% of the 13F portfolio, value $4,544,963.

    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 57,900 shares
    Change vs previous 13F +7,676 shares

    0.77% of the 13F portfolio, value $4,647,607.

    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 50,224 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,206,247.

    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).