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Disclosery

Portside Wealth Group, LLC: WSM position timeline

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

Portside Wealth Group, LLC held 2,912 WSM 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 2,912 shares
    Change vs previous 13F +129 shares

    0.08% of the 13F portfolio, value $678,788.

    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 2,783 shares
    Change vs previous 13F -87 shares

    0.07% of the 13F portfolio, value $507,425.

    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 2,870 shares
    Change vs previous 13F +124 shares

    0.07% of the 13F portfolio, value $512,553.

    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 2,746 shares
    Change vs previous 13F +50 shares

    0.07% of the 13F portfolio, value $536,706.

    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 2,696 shares
    Change vs previous 13F +443 shares

    0.07% of the 13F portfolio, value $440,446.

    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 2,253 shares
    Change vs previous 13F -1,702 shares

    0.06% of the 13F portfolio, value $356,200.

    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 3,955 shares
    Change vs previous 13F +1,237 shares

    0.12% of the 13F portfolio, value $732,387.

    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 2,718 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $421,072.

    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).