Portside Wealth Group, LLC
- SEC CIK
- 0001978608
- Latest filing
- Jul 14, 2026
CCB holding history
Coastal Financial Corp 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.
CCB overviewAll 13F holders of CCBFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −2,427−100.0% | Sold out | Holders |
| Q4 2025 | 2,427 | $278.1K | <0.1% | −892−26.9% | Reduced | Holders |
| Q3 2025 | 3,319 | $359.0K | <0.1% | −1,186−26.3% | Reduced | Holders |
| Q2 2025 | 4,505 | $436.4K | 0.1% | +839+22.9% | Added | Holders |
| Q1 2025 | 3,666 | $331.4K | 0.1% | −1,097−23.0% | Reduced | Holders |
| Q4 2024 | 4,763 | $404.4K | 0.1% | +94+2.0% | Added | Holders |
| Q3 2024 | 4,669 | $252.1K | <0.1% | +166+3.7% | Added | Holders |
| Q2 2024 | 4,503 | $207.8K | <0.1% | +4,503 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −5,272−100.0% | Sold out | Holders |
| Q4 2023 | 5,272 | $234.1K | <0.1% | −1,092−17.2% | Reduced | Holders |
| Q3 2023 | 6,364 | $275.0K | 0.1% | +60+1.0% | Added | Holders |
| Q2 2023 | 6,304 | $237.3K | <0.1% | – | No prior filing | Holders |