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Polaris Wealth Advisory Group, LLC: AMZN position timeline

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

Polaris Wealth Advisory Group, LLC held 70,068 AMZN 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 70,068 shares
    Change vs previous 13F -7,670 shares

    0.68% of the 13F portfolio, value $8,907,044.

    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 77,738 shares
    Change vs previous 13F +46,921 shares

    0.77% of the 13F portfolio, value $10,133,926.

    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 30,817 shares
    Change vs previous 13F +5,910 shares

    0.23% of the 13F portfolio, value $3,183,088.

    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 24,907 shares
    Change vs previous 13F -4,961 shares

    0.18% of the 13F portfolio, value $2,368,407.

    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 29,868 shares
    Change vs previous 13F +724 shares

    0.28% of the 13F portfolio, value $3,395,000.

    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 29,144 shares
    Change vs previous 13F +24,825 shares

    0.25% of the 13F portfolio, value $3,095,000.

    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 4,319 shares
    Change vs previous 13F +623 shares

    0.91% of the 13F portfolio, value $13,629,000.

    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 3,696 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $12,324,000.

    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).