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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

P holding history

Everpure, 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.

P overviewAll 13F holders of PFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2024
Holdings of P by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−6,110−100.0%Sold outHolders
Q4 20256,110$409.4K0.1%−2,204−26.5%ReducedHolders
Q3 20258,314$696.8K0.1%−604−6.8%ReducedHolders
Q2 20258,918$513.5K0.1%+735+9.0%AddedHolders
Q1 20258,183$362.3K0.1%−737−8.3%ReducedHolders
Q4 20248,920$548.0K0.1%+923+11.5%AddedHolders
Q3 20247,997$401.8K0.1%−59−0.7%ReducedHolders
Q2 20248,056$517.3K0.1%+8,056NewHolders