Position in FDS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$677,814
+$137,076 QoQ
Shares Held
2,946
+18.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#347
of 762 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Portside Wealth Group, LLC holds $4,216,656 across 4 Financial Data & Stock Exchanges names. FDS ranks #3 (16.1% of the industry book) .
All Filings in FDS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,814 | 2,946 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $540,738 | 2,492 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $464,303 | 1,600 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $716,224 | 2,500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,113,279 | 2,489 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,090,226 | 2,398 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,657,446 | 3,451 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $1,538,656 | 3,346 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $1,310,546 | 3,210 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $1,494,488 | 3,289 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $1,442,122 | 3,023 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $1,156,989 | 2,646 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $1,023,660 | 2,555 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||