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Portside Wealth Group, LLC: WMB position timeline

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

Portside Wealth Group, LLC held 22,846 WMB 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 22,846 shares
    Change vs previous 13F -1,768 shares

    0.2% of the 13F portfolio, value $1,698,369.

    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 24,614 shares
    Change vs previous 13F -2,076 shares

    0.24% of the 13F portfolio, value $1,791,393.

    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 26,690 shares
    Change vs previous 13F +4,648 shares

    0.22% of the 13F portfolio, value $1,604,359.

    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 22,042 shares
    Change vs previous 13F +2,303 shares

    0.19% of the 13F portfolio, value $1,396,341.

    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 19,739 shares
    Change vs previous 13F -1,946 shares

    0.18% of the 13F portfolio, value $1,239,816.

    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 21,685 shares
    Change vs previous 13F +528 shares

    0.21% of the 13F portfolio, value $1,295,904.

    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 21,157 shares
    Change vs previous 13F -3,702 shares

    0.19% of the 13F portfolio, value $1,145,017.

    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 24,859 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,134,814.

    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).