Polaris Wealth Advisory Group, LLC: EWI position timeline

Polaris Wealth Advisory Group, LLC held 24,771 EWI 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 24,771 shares

   Change vs previous 13F -1,416 shares

   0.06% of the 13F portfolio, value $753,522.

   13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
   Filed 2023-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2023-06-30

   13F 26,187 shares

   Change vs previous 13F +591 shares

   0.06% of the 13F portfolio, value $833,528.

   13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2023-03-31

   13F 25,596 shares

   Change vs previous 13F -203 shares

   0.06% of the 13F portfolio, value $778,872.

   13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
   Filed 2023-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2022-12-31

   13F 25,799 shares

   Change vs previous 13F -1,003 shares

   0.06% of the 13F portfolio, value $752,305.

   13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
   Filed 2023-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2022-09-30

   13F 26,802 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $583,000.

   13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
   Filed 2022-10-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).