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Polaris Wealth Advisory Group, LLC: AOA position timeline

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

Polaris Wealth Advisory Group, LLC held 23,817 AOA 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 23,817 shares
    Change vs previous 13F -1,946 shares

    0.12% of the 13F portfolio, value $1,512,148.

    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 25,763 shares
    Change vs previous 13F -502 shares

    0.13% of the 13F portfolio, value $1,709,134.

    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 26,265 shares
    Change vs previous 13F -577 shares

    0.12% of the 13F portfolio, value $1,670,162.

    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 26,842 shares
    Change vs previous 13F +1,781 shares

    0.12% of the 13F portfolio, value $1,668,470.

    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 25,061 shares
    Change vs previous 13F +87 shares

    0.12% of the 13F portfolio, value $1,393,000.

    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 24,974 shares
    Change vs previous 13F +2,556 shares

    0.12% of the 13F portfolio, value $1,496,000.

    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 22,418 shares
    Change vs previous 13F -272 shares

    0.1% of the 13F portfolio, value $1,526,000.

    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 22,690 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,652,000.

    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).