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Polaris Wealth Advisory Group, LLC: CBOE position timeline

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

Polaris Wealth Advisory Group, LLC held 0 CBOE shares at 2022-03-31 per its 13F-HR filed 2022-04-19.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F -204,929 shares

    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).

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

  2. period ended2021-12-31
    13F 204,929 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $26,723,000.

    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).