Form 13F-HR/A - Quarterly report filed by institutional managers, Holdings: [Amend]
SEC Accession No. 0001667731-25-000429
Filing Date
2025-04-14
Accepted
2025-04-14 15:11:23
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR/A  
1 primary_doc.xml 13F-HR/A 2803
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 389676
  Complete submission text file 0001667731-25-000429.txt   393704
Mailing Address 3507 N UNIVERSITY AVE SUITE 150 PROVO UT 84604
Business Address 3507 N UNIVERSITY AVE SUITE 150 PROVO UT 84604 385-412-1222
Portside Wealth Group, LLC (Filer) CIK: 0001978608 (see all company filings)

EIN.: 922393150 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR/A | Act: 34 | File No.: 028-23317 | Film No.: 25835773