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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

LW holding history

Lamb Weston Holdings, 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.

LW overviewAll 13F holders of LWFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2023
Holdings of LW by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−4,339−100.0%Sold outHolders
Q2 20244,339$364.8K0.1%+41+1.0%AddedHolders
Q1 20244,298$457.9K0.1%+619+16.8%AddedHolders
Q4 20233,679$397.7K0.1%+183+5.2%AddedHolders
Q3 20233,496$320.0K0.1%+562+19.2%AddedHolders
Q2 20232,934$337.3K0.1%–No prior filingHolders