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Polaris Wealth Advisory Group, LLC: ABT position timeline

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

Polaris Wealth Advisory Group, LLC held 113,429 ABT 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 113,429 shares
    Change vs previous 13F -7,339 shares

    0.84% of the 13F portfolio, value $10,985,569.

    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 120,768 shares
    Change vs previous 13F -4,582 shares

    1% of the 13F portfolio, value $13,166,108.

    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 125,350 shares
    Change vs previous 13F -7,678 shares

    0.94% of the 13F portfolio, value $12,692,938.

    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 133,028 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $15,052,135.

    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).