Number of Shares
3,467
Previous 3,815 9.12%
Holding current value
$283 Million
Previous $344 Million 17.76%
% of portfolio
0.04%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
N/A
-348 Reduced 9.12%
3,467 $283 Million
Q1 2025

Apr 14, 2025

BUY
N/A
526 Added 15.99%
3,815 $344 Million
Q1 2025

Apr 10, 2025

BUY
N/A
3,289 New
3,289 $334 Million
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.