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Polaris Wealth Advisory Group, LLC: AOR position timeline

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

Polaris Wealth Advisory Group, LLC held 40,356 AOR 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 40,356 shares
    Change vs previous 13F +781 shares

    0.15% of the 13F portfolio, value $1,993,990.

    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 39,575 shares
    Change vs previous 13F -270 shares

    0.15% of the 13F portfolio, value $2,036,134.

    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 39,845 shares
    Change vs previous 13F +803 shares

    0.15% of the 13F portfolio, value $1,993,445.

    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 39,042 shares
    Change vs previous 13F +1,924 shares

    0.14% of the 13F portfolio, value $1,917,743.

    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 37,118 shares
    Change vs previous 13F +202 shares

    0.14% of the 13F portfolio, value $1,660,000.

    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 36,916 shares
    Change vs previous 13F -363 shares

    0.14% of the 13F portfolio, value $1,772,000.

    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 37,279 shares
    Change vs previous 13F +88 shares

    0.13% of the 13F portfolio, value $1,984,000.

    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 37,191 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,123,000.

    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).