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Polaris Wealth Advisory Group, LLC: EEMV position timeline

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

Polaris Wealth Advisory Group, LLC held 74,365 EEMV 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 74,365 shares
    Change vs previous 13F +14,496 shares

    0.3% of the 13F portfolio, value $3,967,386.

    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 59,869 shares
    Change vs previous 13F +4,650 shares

    0.25% of the 13F portfolio, value $3,291,611.

    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 55,219 shares
    Change vs previous 13F +1,225 shares

    0.22% of the 13F portfolio, value $3,013,289.

    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 53,994 shares
    Change vs previous 13F +2,522 shares

    0.22% of the 13F portfolio, value $2,933,482.

    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 51,472 shares
    Change vs previous 13F +3,509 shares

    0.22% of the 13F portfolio, value $2,608,000.

    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 47,963 shares
    Change vs previous 13F -12,767 shares

    0.21% of the 13F portfolio, value $2,659,000.

    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 60,730 shares
    Change vs previous 13F +3,832 shares

    0.25% of the 13F portfolio, value $3,716,000.

    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 56,898 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,574,000.

    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).