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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

HSY holding history

Hershey Co 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.

HSY overviewAll 13F holders of HSYFull Q2 2026 holdings

Shares (Q2 2026)
1,986
Value
$348.5K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of HSY by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,986$348.5K<0.1%−159−7.4%ReducedHolders
Q1 20262,145$445.9K0.1%+292+15.8%AddedHolders
Q4 20251,853$337.2K<0.1%−180−8.9%ReducedHolders
Q3 20252,033$380.3K0.1%+566+38.6%AddedHolders
Q2 20251,467$243.4K<0.1%−3,689−71.5%ReducedHolders
Q1 20255,156$881.8K0.1%+894+21.0%AddedHolders
Q4 20244,262$721.8K0.1%+466+12.3%AddedHolders
Q3 20243,796$728.0K0.1%−58−1.5%ReducedHolders
Q2 20243,854$708.5K0.1%−62−1.6%ReducedHolders
Q1 20243,916$761.7K0.1%+3,916NewHolders