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Polaris Wealth Advisory Group, LLC: CL position timeline

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

Polaris Wealth Advisory Group, LLC held 109,519 CL 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 109,519 shares
    Change vs previous 13F -5,747 shares

    0.59% of the 13F portfolio, value $7,787,907.

    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 115,266 shares
    Change vs previous 13F -3,973 shares

    0.67% of the 13F portfolio, value $8,880,061.

    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 119,239 shares
    Change vs previous 13F -6,818 shares

    0.66% of the 13F portfolio, value $8,960,795.

    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 126,057 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $9,722,776.

    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).