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Disclosery

Portside Wealth Group, LLC: WEC position timeline

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

Portside Wealth Group, LLC held 8,499 WEC 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 8,499 shares
    Change vs previous 13F -524 shares

    0.12% of the 13F portfolio, value $992,435.

    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 9,023 shares
    Change vs previous 13F -850 shares

    0.14% of the 13F portfolio, value $1,044,593.

    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 9,873 shares
    Change vs previous 13F -1,481 shares

    0.14% of the 13F portfolio, value $1,041,153.

    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 11,354 shares
    Change vs previous 13F +217 shares

    0.18% of the 13F portfolio, value $1,301,084.

    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 11,137 shares
    Change vs previous 13F -168 shares

    0.17% of the 13F portfolio, value $1,160,475.

    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 11,305 shares
    Change vs previous 13F +514 shares

    0.2% of the 13F portfolio, value $1,232,019.

    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 10,791 shares
    Change vs previous 13F +656 shares

    0.17% of the 13F portfolio, value $1,014,786.

    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).

  8. period ended2024-09-30
    13F 10,135 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $974,784.

    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).