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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

IT holding history

Gartner 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.

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2023
Holdings of IT by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−4,023−100.0%Sold outHolders
Q2 20254,023$1.63M0.2%−204−4.8%ReducedHolders
Q1 20254,227$1.77M0.3%−100−2.3%ReducedHolders
Q4 20244,327$2.10M0.3%−1,699−28.2%ReducedHolders
Q3 20246,026$3.05M0.5%−63−1.0%ReducedHolders
Q2 20246,089$2.73M0.5%−321−5.0%ReducedHolders
Q1 20246,410$3.06M0.6%−394−5.8%ReducedHolders
Q4 20236,804$3.07M0.6%−765−10.1%ReducedHolders
Q3 20237,569$2.60M0.5%−75−1.0%ReducedHolders
Q2 20237,644$2.68M0.5%–No prior filingHolders