Portside Wealth Group, LLC

SEC CIK: 0001978608
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

MDB holding history

MongoDB, 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.

MDB overview All 13F holders of MDB Full Q2 2026 holdings

Shares (Q2 2026): 843
Value: $283.2K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of MDB by Portside Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	843	$283.2K	<0.1%	+843	New	Holders
Q1 2026	0	$0	0.0%	−626−100.0%	Sold out	Holders
Q4 2025	626	$262.7K	<0.1%	+626	New	Holders