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Polaris Wealth Advisory Group, LLC: CSCO position timeline

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

Polaris Wealth Advisory Group, LLC held 273,358 CSCO 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 273,358 shares
    Change vs previous 13F +817 shares

    1.12% of the 13F portfolio, value $14,695,708.

    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 272,541 shares
    Change vs previous 13F -8,168 shares

    1.07% of the 13F portfolio, value $14,101,288.

    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 280,709 shares
    Change vs previous 13F -2,373 shares

    1.08% of the 13F portfolio, value $14,674,059.

    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 283,082 shares
    Change vs previous 13F +277,163 shares

    1.04% of the 13F portfolio, value $13,930,471.

    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 5,919 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $236,000.

    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 5,964 shares
    Change vs previous 13F -2,413 shares

    0.02% of the 13F portfolio, value $254,000.

    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).

  7. period ended2022-03-31
    13F 8,377 shares
    Change vs previous 13F -674,763 shares

    0.03% of the 13F portfolio, value $458,000.

    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).

  8. period ended2021-12-31
    13F 683,140 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $43,291,000.

    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).