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Polaris Wealth Advisory Group, LLC: ABBV position timeline

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

Polaris Wealth Advisory Group, LLC held 212,188 ABBV 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 212,188 shares
    Change vs previous 13F +537 shares

    2.41% of the 13F portfolio, value $31,628,813.

    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 211,651 shares
    Change vs previous 13F +6,394 shares

    2.16% of the 13F portfolio, value $28,515,746.

    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 205,257 shares
    Change vs previous 13F -41,770 shares

    2.41% of the 13F portfolio, value $32,711,737.

    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 247,027 shares
    Change vs previous 13F -13,858 shares

    2.89% of the 13F portfolio, value $38,825,283.

    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 260,885 shares
    Change vs previous 13F -1,320 shares

    3% of the 13F portfolio, value $36,083,000.

    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 262,205 shares
    Change vs previous 13F +99,768 shares

    3.21% of the 13F portfolio, value $40,159,000.

    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 162,437 shares
    Change vs previous 13F -25,664 shares

    1.88% of the 13F portfolio, value $28,147,000.

    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 188,101 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $25,469,000.

    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).