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Polaris Wealth Advisory Group, LLC: DKS position timeline

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

Polaris Wealth Advisory Group, LLC held 65,831 DKS 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 65,831 shares
    Change vs previous 13F +12,547 shares

    0.54% of the 13F portfolio, value $7,147,895.

    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 53,284 shares
    Change vs previous 13F +53,284 shares

    0.53% of the 13F portfolio, value $7,043,569.

    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 ended2022-03-31
    13F 0 shares
    Change vs previous 13F -191,107 shares

    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).

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

  4. period ended2021-12-31
    13F 191,107 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $21,975,000.

    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).