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Portside Wealth Group, LLC: WFC position timeline

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

Portside Wealth Group, LLC held 49,762 WFC 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 49,762 shares
    Change vs previous 13F +1,148 shares

    0.48% of the 13F portfolio, value $4,112,311.

    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 48,614 shares
    Change vs previous 13F -5,436 shares

    0.53% of the 13F portfolio, value $3,870,136.

    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 54,050 shares
    Change vs previous 13F -1,048 shares

    0.68% of the 13F portfolio, value $5,037,526.

    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 55,098 shares
    Change vs previous 13F +2,163 shares

    0.64% of the 13F portfolio, value $4,618,297.

    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 52,935 shares
    Change vs previous 13F +1,745 shares

    0.63% of the 13F portfolio, value $4,241,157.

    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 51,190 shares
    Change vs previous 13F -5,398 shares

    0.6% of the 13F portfolio, value $3,674,953.

    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 56,588 shares
    Change vs previous 13F -466 shares

    0.66% of the 13F portfolio, value $3,974,721.

    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 57,054 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,222,998.

    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).