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Polaris Wealth Advisory Group, LLC: ASML position timeline

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

Polaris Wealth Advisory Group, LLC held 10,293 ASML 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 10,293 shares
    Change vs previous 13F +552 shares

    0.46% of the 13F portfolio, value $6,059,093.

    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 9,741 shares
    Change vs previous 13F -318 shares

    0.54% of the 13F portfolio, value $7,059,427.

    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 10,059 shares
    Change vs previous 13F -549 shares

    0.5% of the 13F portfolio, value $6,847,262.

    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 10,608 shares
    Change vs previous 13F -321 shares

    0.51% of the 13F portfolio, value $6,838,903.

    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 10,929 shares
    Change vs previous 13F -61 shares

    0.38% of the 13F portfolio, value $4,611,000.

    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 10,990 shares
    Change vs previous 13F -1,364 shares

    0.42% of the 13F portfolio, value $5,230,000.

    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 12,354 shares
    Change vs previous 13F +12,354 shares

    0.52% of the 13F portfolio, value $7,725,000.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.