Polaris Wealth Advisory Group, LLC: AMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polaris Wealth Advisory Group, LLC on AMT, newest first. How the timeline and the estimate are built.
Polaris Wealth Advisory Group, LLC held 0 AMT shares at 2023-09-30 per its 13F-HR filed 2023-10-11.
the latest 13F is the newest step
- period ended2023-09-3013F 0 sharesChange vs previous 13F -20,786 shares
13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-06-3013F 20,786 sharesChange vs previous 13F +14,294 shares
0.31% of the 13F portfolio, value $4,031,298.
13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 6,492 sharesChange vs previous 13F -137 shares
0.1% of the 13F portfolio, value $1,326,605.
13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 6,629 sharesChange vs previous 13F -52,377 shares
0.11% of the 13F portfolio, value $1,512,093.
13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 59,006 sharesChange vs previous 13F not available
0.93% of the 13F portfolio, value $11,186,000.
13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).