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Polaris Wealth Advisory Group, LLC: ACWI position timeline

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

Polaris Wealth Advisory Group, LLC held 15,257 ACWI 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 15,257 shares
    Change vs previous 13F +745 shares

    0.11% of the 13F portfolio, value $1,409,289.

    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 14,512 shares
    Change vs previous 13F -372 shares

    0.11% of the 13F portfolio, value $1,392,281.

    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 14,884 shares
    Change vs previous 13F +340 shares

    0.1% of the 13F portfolio, value $1,356,825.

    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 14,544 shares
    Change vs previous 13F +387 shares

    0.1% of the 13F portfolio, value $1,289,616.

    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 14,157 shares
    Change vs previous 13F -1,519 shares

    0.09% of the 13F portfolio, value $1,110,000.

    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 15,676 shares
    Change vs previous 13F -1,325 shares

    0.11% of the 13F portfolio, value $1,315,000.

    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 17,001 shares
    Change vs previous 13F +867 shares

    0.11% of the 13F portfolio, value $1,683,000.

    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 16,134 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,707,000.

    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).