Portside Wealth Group, LLC
- SEC CIK
- 0001978608
- Latest filing
- Jul 14, 2026
WTW holding history
Willis Towers Watson PLC 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.
WTW overviewAll 13F holders of WTWFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,487
- Value
- $911.4K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,487 | $911.4K | 0.1% | +334+10.6% | Added | Holders |
| Q1 2026 | 3,153 | $916.6K | 0.1% | +3,153 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −668−100.0% | Sold out | Holders |
| Q3 2025 | 668 | $230.8K | <0.1% | −392−37.0% | Reduced | Holders |
| Q2 2025 | 1,060 | $324.9K | <0.1% | −120−10.2% | Reduced | Holders |
| Q1 2025 | 1,180 | $398.8K | 0.1% | +343+41.0% | Added | Holders |
| Q4 2024 | 837 | $262.2K | <0.1% | +837 | New | Holders |