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Polaris Wealth Advisory Group, LLC: EEM position timeline

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

Polaris Wealth Advisory Group, LLC held 187,184 EEM 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 187,184 shares
    Change vs previous 13F -10,377 shares

    0.54% of the 13F portfolio, value $7,103,618.

    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 197,561 shares
    Change vs previous 13F -117,537 shares

    0.59% of the 13F portfolio, value $7,815,498.

    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 315,098 shares
    Change vs previous 13F +148,911 shares

    0.92% of the 13F portfolio, value $12,433,779.

    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 166,187 shares
    Change vs previous 13F -3,389 shares

    0.51% of the 13F portfolio, value $6,785,428.

    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 169,576 shares
    Change vs previous 13F -2,996 shares

    0.5% of the 13F portfolio, value $5,961,000.

    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 172,572 shares
    Change vs previous 13F -5,722 shares

    0.55% of the 13F portfolio, value $6,920,000.

    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 178,294 shares
    Change vs previous 13F -157,217 shares

    0.53% of the 13F portfolio, value $8,004,000.

    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 335,511 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $16,390,000.

    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).