Portside Wealth Group, LLC

SEC CIK: 0001978608
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

PRFT holding history

Perficient 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.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2023

Holdings of PRFT by Portside Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−4,403−100.0%	Sold out	Holders
Q1 2024	4,403	$247.8K	<0.1%	+98+2.3%	Added	Holders
Q4 2023	4,305	$283.4K	0.1%	−40−0.9%	Reduced	Holders
Q3 2023	4,345	$251.0K	<0.1%	+4,345	New	Holders