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CIK 0001978608 • 9 13F filings • Apr 10, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("portside-wealth-group-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR/A |
| 0001667731-25-000428 |
| $604.7M |
| View |
| Nov 5, 2025 | Q3 2025 | 13F-HR | 0002085853-25-000232 | $725.7M | View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000726 | $858.3M | View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001085 | $675.2M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000585 | $738.2M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR/A | 0001667731-25-000429 | $613.3M | View |