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Polaris Wealth Advisory Group, LLC: DEO position timeline

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

Polaris Wealth Advisory Group, LLC held 18,716 DEO 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 18,716 shares
    Change vs previous 13F -1,757 shares

    0.21% of the 13F portfolio, value $2,792,030.

    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 20,473 shares
    Change vs previous 13F -773 shares

    0.27% of the 13F portfolio, value $3,551,726.

    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 21,246 shares
    Change vs previous 13F -1,640 shares

    0.28% of the 13F portfolio, value $3,849,350.

    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 22,886 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,167,083.

    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).