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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

AME holding history

Ametek Inc in every 13F filed by Portside Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AME overviewAll 13F holders of AMEFull Q2 2026 holdings

Shares (Q2 2026)
3,654
Value
$884.1K
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of AME by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,654$884.1K0.1%+202+5.9%AddedHolders
Q1 20263,452$740.0K0.1%−426−11.0%ReducedHolders
Q4 20253,878$796.2K0.1%−316−7.5%ReducedHolders
Q3 20254,194$788.5K0.1%+49+1.2%AddedHolders
Q2 20254,145$750.1K0.1%−177−4.1%ReducedHolders
Q1 20254,322$744.0K0.1%+516+13.6%AddedHolders
Q4 20243,806$686.1K0.1%+750+24.5%AddedHolders
Q3 20243,056$524.7K0.1%+415+15.7%AddedHolders
Q2 20242,641$440.3K0.1%+205+8.4%AddedHolders
Q1 20242,436$445.5K0.1%+418+20.7%AddedHolders
Q4 20232,018$332.7K0.1%−60−2.9%ReducedHolders
Q3 20232,078$308.0K0.1%+262+14.4%AddedHolders
Q2 20231,816$294.0K0.1%–No prior filingHolders