Portside Wealth Group, LLC
- SEC CIK
- 0001978608
- Latest filing
- Jul 14, 2026
JBTM holding history
JBT Marel 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.
JBTM overviewAll 13F holders of JBTMFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,797
- Value
- $550.6K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,797 | $550.6K | 0.1% | +145+4.0% | Added | Holders |
| Q1 2026 | 3,652 | $467.0K | 0.1% | +221+6.4% | Added | Holders |
| Q4 2025 | 3,431 | $517.0K | 0.1% | +432+14.4% | Added | Holders |
| Q3 2025 | 2,999 | $421.2K | 0.1% | +569+23.4% | Added | Holders |
| Q2 2025 | 2,430 | $292.2K | <0.1% | +2,430 | New | Holders |