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Filing Detail
Form 13F-HR/A - Quarterly report filed by institutional managers, Holdings: [Amend]
SEC Accession No. 0001172661-23-003224
Filing Date
2023-09-01
Accepted
2023-09-01 11:32:56
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-09-01

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR/A  
1 primary_doc.xml 13F-HR/A 2802
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 182122
  Complete submission text file 0001172661-23-003224.txt   186124
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)

IRS No.: 922393150 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR/A | Act: 34 | File No.: 028-23317 | Film No.: 231231338