Portside Wealth Group, LLC

SEC CIK: 0001978608
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

TOST holding history

Toast, 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.

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

Shares (Q2 2026): 7,276
Value: $202.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of TOST by Portside Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,276	$202.4K	<0.1%	+7,276	New	Holders
Q1 2026	0	$0	0.0%	−6,158−100.0%	Sold out	Holders
Q4 2025	6,158	$218.7K	<0.1%	−304−4.7%	Reduced	Holders
Q3 2025	6,462	$235.9K	<0.1%	+6,462	New	Holders