Portside Wealth Group, LLC
Q4 2024 13F Detailed Holdings
Location
Provo, UT
Holdings as of
12/31/2024
Value ($000)
$578,255
Num holdings
1,237
Date filed
1/15/2025
Form type
13F-HR
Prev filing
10/31/2024
Next filing
4/14/2025
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
Compare Q4 2024 to
2025 Q1 - RESTATEMENT
2024 Q4 - RESTATEMENT
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
TOWNSQUARE CAPITAL LLC
028-19141