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Polaris Wealth Advisory Group, LLC: AWK position timeline

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

Polaris Wealth Advisory Group, LLC held 89,519 AWK 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 89,519 shares
    Change vs previous 13F -4,164 shares

    0.84% of the 13F portfolio, value $11,085,134.

    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 93,683 shares
    Change vs previous 13F -2,738 shares

    1.01% of the 13F portfolio, value $13,373,193.

    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 96,421 shares
    Change vs previous 13F -4,663 shares

    1.04% of the 13F portfolio, value $14,124,751.

    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 101,084 shares
    Change vs previous 13F -3,107 shares

    1.22% of the 13F portfolio, value $16,316,944.

    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 104,191 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $13,278,000.

    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).