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Polaris Wealth Advisory Group, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polaris Wealth Advisory Group, LLC on AAPL, newest first. How the timeline and the estimate are built.

Polaris Wealth Advisory Group, LLC held 322,877 AAPL shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 322,877 shares
    Change vs previous 13F +140,750 shares

    4.21% of the 13F portfolio, value $55,279,694.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-06-30
    13F 182,127 shares
    Change vs previous 13F -130,796 shares

    2.68% of the 13F portfolio, value $35,327,086.

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-03-31
    13F 312,923 shares
    Change vs previous 13F -9,767 shares

    3.81% of the 13F portfolio, value $51,600,945.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-12-31
    13F 322,690 shares
    Change vs previous 13F -118,188 shares

    3.21% of the 13F portfolio, value $43,075,860.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-09-30
    13F 440,878 shares
    Change vs previous 13F -17,015 shares

    5.15% of the 13F portfolio, value $61,908,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-06-30
    13F 457,893 shares
    Change vs previous 13F +227,908 shares

    5% of the 13F portfolio, value $62,603,000.

    13F-HR 0001582968-22-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-03-31
    13F 229,985 shares
    Change vs previous 13F +83 shares

    2.64% of the 13F portfolio, value $39,590,000.

    13F-HR 0001104659-22-047179 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-12-31
    13F 229,902 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $40,824,000.

    13F-HR 0001104659-22-007802 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).