Portside Wealth Group, LLC
- SEC CIK
- 0001978608
- Latest filing
- Jul 14, 2026
MORN holding history
Morningstar, 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.
MORN overviewAll 13F holders of MORNFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1,368−100.0% | Sold out | Holders |
| Q1 2026 | 1,368 | $231.3K | <0.1% | −541−28.3% | Reduced | Holders |
| Q4 2025 | 1,909 | $414.8K | 0.1% | −1,830−48.9% | Reduced | Holders |
| Q3 2025 | 3,739 | $867.5K | 0.1% | −1,151−23.5% | Reduced | Holders |
| Q2 2025 | 4,890 | $1.54M | 0.2% | −108−2.2% | Reduced | Holders |
| Q1 2025 | 4,998 | $1.50M | 0.2% | −197−3.8% | Reduced | Holders |
| Q4 2024 | 5,195 | $1.75M | 0.3% | −110−2.1% | Reduced | Holders |
| Q3 2024 | 5,305 | $1.69M | 0.3% | −32−0.6% | Reduced | Holders |
| Q2 2024 | 5,337 | $1.58M | 0.3% | −262−4.7% | Reduced | Holders |
| Q1 2024 | 5,599 | $1.73M | 0.3% | +956+20.6% | Added | Holders |
| Q4 2023 | 4,643 | $1.33M | 0.2% | +451+10.8% | Added | Holders |
| Q3 2023 | 4,192 | $982.0K | 0.2% | −172−3.9% | Reduced | Holders |
| Q2 2023 | 4,364 | $855.6K | 0.2% | – | No prior filing | Holders |