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Polaris Wealth Advisory Group, LLC: EWA position timeline

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

Polaris Wealth Advisory Group, LLC held 10,071 EWA 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 10,071 shares
    Change vs previous 13F -572 shares

    0.02% of the 13F portfolio, value $216,627.

    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 10,643 shares
    Change vs previous 13F +182 shares

    0.02% of the 13F portfolio, value $239,994.

    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 10,461 shares
    Change vs previous 13F -88 shares

    0.02% of the 13F portfolio, value $239,982.

    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 10,549 shares
    Change vs previous 13F +134 shares

    0.02% of the 13F portfolio, value $246,433.

    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 10,415 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $207,000.

    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).