SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-24-000236
Filing Date
2024-01-16
Accepted
2024-01-16 16:46:52
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-01-16

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2617
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 174890
  Complete submission text file 0001172661-24-000236.txt   178733
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 | Act: 34 | File No.: 028-23317 | Film No.: 24535715