Portside Wealth Group, LLC
SEC Filing List
CIK: 0001978608
| Form | Description | Owner/Filer | Filing Agent | Date | Actions |
|---|---|---|---|---|---|
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | COMPLY Technologies, Inc. /fa | 05/12/2026 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | COMPLY Technologies, Inc. /fa | 01/21/2026 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | COMPLY Technologies, Inc. /fa | 11/05/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | GoFiler Online /fa | 08/11/2025 | ||
| N-PX | Annual Report of Proxy Voting Record of ... | GoFiler Online /fa | 08/01/2025 | ||
| 13F-HR/A | Amendment to Initial Quarterly Form 13F ... | GoFiler Online /fa | 04/14/2025 | ||
| 13F-HR/A | Amendment to Initial Quarterly Form 13F ... | GoFiler Online /fa | 04/14/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | GoFiler Online /fa | 04/10/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | GoFiler Online /fa | 01/15/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | Portside Wealth Group, LLC /fa | 10/31/2024 | ||
| No record found. | |||||
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