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Polaris Wealth Advisory Group, LLC: CMCSA position timeline

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

Polaris Wealth Advisory Group, LLC held 213,403 CMCSA 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 213,403 shares
    Change vs previous 13F -181,327 shares

    0.72% of the 13F portfolio, value $9,462,273.

    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 394,730 shares
    Change vs previous 13F -472,697 shares

    1.24% of the 13F portfolio, value $16,401,016.

    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 867,427 shares
    Change vs previous 13F -58,927 shares

    2.42% of the 13F portfolio, value $32,884,157.

    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 926,354 shares
    Change vs previous 13F +204,090 shares

    2.62% of the 13F portfolio, value $35,155,127.

    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 722,264 shares
    Change vs previous 13F -315,319 shares

    1.75% of the 13F portfolio, value $21,040,000.

    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 1,037,583 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $40,715,000.

    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).