Skip to content
Disclosery

Polaris Wealth Advisory Group, LLC: ADBE position timeline

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

Polaris Wealth Advisory Group, LLC held 3,113 ADBE 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 3,113 shares
    Change vs previous 13F -851 shares

    0.12% of the 13F portfolio, value $1,587,319.

    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 3,964 shares
    Change vs previous 13F -712 shares

    0.15% of the 13F portfolio, value $1,938,356.

    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 4,676 shares
    Change vs previous 13F +5 shares

    0.13% of the 13F portfolio, value $1,801,990.

    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 4,671 shares
    Change vs previous 13F +1,688 shares

    0.12% of the 13F portfolio, value $1,601,826.

    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 2,983 shares
    Change vs previous 13F -923 shares

    0.07% of the 13F portfolio, value $852,000.

    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 3,906 shares
    Change vs previous 13F +2,572 shares

    0.11% of the 13F portfolio, value $1,430,000.

    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 1,334 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $604,000.

    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 1,334 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $756,000.

    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).