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Disclosery

Portside Wealth Group, LLC: WAL position timeline

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

Portside Wealth Group, LLC held 0 WAL shares at 2025-12-31 per its 13F-HR filed 2026-01-21.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,164 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,164 shares
    Change vs previous 13F +210 shares

    0.04% of the 13F portfolio, value $274,382.

    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).

  3. period ended2025-06-30
    13F 2,954 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $230,353.

    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).

  4. period ended2025-03-31
    13F/A 2,916 shares
    Change vs previous 13F +321 shares

    0.04% of the 13F portfolio, value $224,036.

    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).

  5. period ended2024-12-31
    13F/A 2,595 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $216,786.

    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).