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Polaris Wealth Advisory Group, LLC: D position timeline

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

Polaris Wealth Advisory Group, LLC held 0 D shares at 2022-12-31 per its 13F-HR filed 2023-01-19.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 0 shares
    Change vs previous 13F -85,695 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2022-09-30
    13F 85,695 shares
    Change vs previous 13F -358,631 shares

    0.46% of the 13F portfolio, value $5,527,000.

    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).

  3. period ended2022-06-30
    13F 444,326 shares
    Change vs previous 13F +131,344 shares

    2.83% of the 13F portfolio, value $35,462,000.

    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).

  4. period ended2022-03-31
    13F 312,982 shares
    Change vs previous 13F -1,491 shares

    1.83% of the 13F portfolio, value $27,436,000.

    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).

  5. period ended2021-12-31
    13F 314,473 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $24,705,000.

    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).