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Polaris Wealth Advisory Group, LLC: AZO position timeline

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

Polaris Wealth Advisory Group, LLC held 330 AZO 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 330 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $838,197.

    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 315 shares
    Change vs previous 13F -3 shares

    0.06% of the 13F portfolio, value $785,408.

    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 318 shares
    Change vs previous 13F -8 shares

    0.06% of the 13F portfolio, value $781,692.

    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 326 shares
    Change vs previous 13F -750 shares

    0.06% of the 13F portfolio, value $793,233.

    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 1,076 shares
    Change vs previous 13F -28 shares

    0.2% of the 13F portfolio, value $2,403,000.

    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 1,104 shares
    Change vs previous 13F +657 shares

    0.19% of the 13F portfolio, value $2,373,000.

    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 447 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $964,000.

    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).