Skip to content
Disclosery

Polaris Wealth Advisory Group, LLC: COR position timeline

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

Polaris Wealth Advisory Group, LLC held 109,242 COR 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 109,242 shares
    Change vs previous 13F +72,043 shares

    1.5% of the 13F portfolio, value $19,660,308.

    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 37,199 shares
    Change vs previous 13F -114 shares

    0.54% of the 13F portfolio, value $7,158,204.

    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 37,313 shares
    Change vs previous 13F -5,823 shares

    0.44% of the 13F portfolio, value $5,974,184.

    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 43,136 shares
    Change vs previous 13F -1,260 shares

    0.53% of the 13F portfolio, value $7,134,222.

    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 44,396 shares
    Change vs previous 13F +4,194 shares

    0.51% of the 13F portfolio, value $6,110,000.

    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 40,202 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $5,688,000.

    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).