Portside Wealth Group, LLC
- SEC CIK
- 0001978608
- Latest filing
- Jul 14, 2026
DFH holding history
Dream Finders Homes, 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.
DFH overviewAll 13F holders of DFHFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −14,518−100.0% | Sold out | Holders |
| Q3 2025 | 14,518 | $376.3K | 0.1% | −8,606−37.2% | Reduced | Holders |
| Q2 2025 | 23,124 | $581.1K | 0.1% | +2,329+11.2% | Added | Holders |
| Q1 2025 | 20,795 | $469.1K | 0.1% | +312+1.5% | Added | Holders |
| Q4 2024 | 20,483 | $476.6K | 0.1% | +5,042+32.7% | Added | Holders |
| Q3 2024 | 15,441 | $559.1K | 0.1% | −1,440−8.5% | Reduced | Holders |
| Q2 2024 | 16,881 | $435.9K | 0.1% | −4,040−19.3% | Reduced | Holders |
| Q1 2024 | 20,921 | $914.9K | 0.2% | +4,951+31.0% | Added | Holders |
| Q4 2023 | 15,970 | $567.4K | 0.1% | +1,429+9.8% | Added | Holders |
| Q3 2023 | 14,541 | $324.0K | 0.1% | −534−3.5% | Reduced | Holders |
| Q2 2023 | 15,075 | $370.7K | 0.1% | – | No prior filing | Holders |