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Polaris Wealth Advisory Group, LLC: BRK-B position timeline

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

Polaris Wealth Advisory Group, LLC held 54,369 BRK-B 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 54,369 shares
    Change vs previous 13F +8,856 shares

    1.45% of the 13F portfolio, value $19,045,461.

    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 45,513 shares
    Change vs previous 13F -4,843 shares

    1.18% of the 13F portfolio, value $15,519,933.

    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 50,356 shares
    Change vs previous 13F +24,721 shares

    1.15% of the 13F portfolio, value $15,548,422.

    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 25,635 shares
    Change vs previous 13F +22,668 shares

    0.61% of the 13F portfolio, value $8,212,685.

    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 2,967 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $792,000.

    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 3,067 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $837,000.

    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 3,067 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,063,000.

    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 3,067 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $917,000.

    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).