Skip to content
Disclosery

Portside Wealth Group, LLC: VXUS position timeline

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

Portside Wealth Group, LLC held 30,072 VXUS 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 30,072 shares
    Change vs previous 13F +175 shares

    0.3% of the 13F portfolio, value $2,570,855.

    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 29,897 shares
    Change vs previous 13F -19,932 shares

    0.31% of the 13F portfolio, value $2,305,358.

    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 49,829 shares
    Change vs previous 13F +8,554 shares

    0.51% of the 13F portfolio, value $3,759,100.

    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 41,275 shares
    Change vs previous 13F +1,699 shares

    0.42% of the 13F portfolio, value $3,032,061.

    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 39,576 shares
    Change vs previous 13F -34 shares

    0.41% of the 13F portfolio, value $2,734,306.

    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 39,610 shares
    Change vs previous 13F +16,352 shares

    0.4% of the 13F portfolio, value $2,459,781.

    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 23,258 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,370,594.

    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).