Portside Wealth Group, LLC

Business address
3507 N University Ave, Suite 150, Provo, UT, 84604
Top securities (13F)
BIL, MSFT, NVDA, SPYG, AMZN, ORCL, SPDW, SPYV, GOOGL, V, SPEM, AAPL, NFLX, SHOP, META, TSLA, AVGO, GOOG, GLDM, and MA
State of incorporation
DE
Fiscal year end
31 December
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Portside Wealth Group, LLC has filed 16 SEC EDGAR filings since 31 May 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 05 Nov 2025 30 Sep 2025 028-23317
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-23317
N-PX Open Document Open Filing 01 Aug 2025 30 Jun 2025 028-23317
13F-HR/A Open Document Open Filing 14 Apr 2025 31 Mar 2025 028-23317
13F-HR/A Open Document Open Filing 14 Apr 2025 31 Dec 2024 028-23317
13F-HR Open Document Open Filing 10 Apr 2025 31 Mar 2025 028-23317
13F-HR Open Document Open Filing 15 Jan 2025 31 Dec 2024 028-23317
13F-HR Open Document Open Filing 31 Oct 2024 30 Sep 2024 028-23317
N-PX Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-23317
13F-HR Open Document Open Filing 18 Jul 2024 30 Jun 2024 028-23317
13F-HR Open Document Open Filing 17 Apr 2024 31 Mar 2024 028-23317
13F-HR Open Document Open Filing 16 Jan 2024 31 Dec 2023 028-23317
13F-HR Open Document Open Filing 27 Oct 2023 30 Sep 2023 028-23317
13F-HR/A Open Document Open Filing 01 Sep 2023 30 Jun 2023 028-23317
13F-HR Open Document Open Filing 01 Aug 2023 30 Jun 2023 028-23317
D Open Document Open Filing 31 May 2023 021-483049