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Polaris Wealth Advisory Group, LLC: BKLN position timeline

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

Polaris Wealth Advisory Group, LLC held 523,736 BKLN 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 523,736 shares
    Change vs previous 13F +55,331 shares

    0.84% of the 13F portfolio, value $10,993,225.

    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 468,405 shares
    Change vs previous 13F -1,597,948 shares

    0.75% of the 13F portfolio, value $9,855,241.

    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 2,066,353 shares
    Change vs previous 13F +358,908 shares

    3.17% of the 13F portfolio, value $42,980,133.

    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 1,707,445 shares
    Change vs previous 13F +151,429 shares

    2.68% of the 13F portfolio, value $35,975,860.

    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 1,556,016 shares
    Change vs previous 13F -386,160 shares

    2.66% of the 13F portfolio, value $31,929,000.

    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 1,942,176 shares
    Change vs previous 13F +2,476 shares

    3.15% of the 13F portfolio, value $39,368,000.

    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 1,939,700 shares
    Change vs previous 13F -520,780 shares

    3% of the 13F portfolio, value $44,935,000.

    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 2,460,480 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $54,377,000.

    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).