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Polaris Wealth Advisory Group, LLC: ELV position timeline

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

Polaris Wealth Advisory Group, LLC held 59,201 ELV 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 59,201 shares
    Change vs previous 13F +429 shares

    1.96% of the 13F portfolio, value $25,777,448.

    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 58,772 shares
    Change vs previous 13F +33 shares

    1.98% of the 13F portfolio, value $26,111,978.

    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 58,739 shares
    Change vs previous 13F +9,356 shares

    1.99% of the 13F portfolio, value $27,008,925.

    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 49,383 shares
    Change vs previous 13F +208 shares

    1.77% of the 13F portfolio, value $23,730,300.

    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 49,175 shares
    Change vs previous 13F +23,919 shares

    1.91% of the 13F portfolio, value $22,972,000.

    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 25,256 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $12,188,000.

    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).