Polaris Wealth Advisory Group, LLC: CHRW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polaris Wealth Advisory Group, LLC on CHRW, newest first. How the timeline and the estimate are built.
Polaris Wealth Advisory Group, LLC held 0 CHRW shares at 2023-03-31 per its 13F-HR filed 2023-05-03.
the latest 13F is the newest step
- period ended2023-03-3113F 0 sharesChange vs previous 13F -14,942 shares
13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2022-12-3113F 14,942 sharesChange vs previous 13F -193,161 shares
0.11% of the 13F portfolio, value $1,419,226.
13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 208,103 sharesChange vs previous 13F -173,661 shares
1.63% of the 13F portfolio, value $19,591,000.
13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 381,764 sharesChange vs previous 13F -34,665 shares
3.09% of the 13F portfolio, value $38,699,000.
13F-HR 0001582968-22-000001 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 416,429 sharesChange vs previous 13F not available
2.81% of the 13F portfolio, value $42,005,000.
13F-HR 0001104659-22-047179 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).