Skip to content
Disclosery

Portside Wealth Group, LLC: VT position timeline

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

Portside Wealth Group, LLC held 23,288 VT 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 23,288 shares
    Change vs previous 13F +5,826 shares

    0.43% of the 13F portfolio, value $3,655,052.

    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 17,462 shares
    Change vs previous 13F +4,216 shares

    0.33% of the 13F portfolio, value $2,415,344.

    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 13,246 shares
    Change vs previous 13F -11,051 shares

    0.25% of the 13F portfolio, value $1,868,481.

    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 24,297 shares
    Change vs previous 13F +22,287 shares

    0.46% of the 13F portfolio, value $3,348,126.

    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 2,010 shares
    Change vs previous 13F -401 shares

    0.04% of the 13F portfolio, value $258,325.

    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 2,411 shares
    Change vs previous 13F +360 shares

    0.05% of the 13F portfolio, value $279,581.

    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 2,051 shares
    Change vs previous 13F +23 shares

    0.04% of the 13F portfolio, value $240,982.

    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 2,028 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $242,752.

    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).