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Polaris Wealth Advisory Group, LLC: EWJ position timeline

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

Polaris Wealth Advisory Group, LLC held 39,843 EWJ 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 39,843 shares
    Change vs previous 13F -4,506 shares

    0.18% of the 13F portfolio, value $2,402,126.

    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 44,349 shares
    Change vs previous 13F -2,467 shares

    0.21% of the 13F portfolio, value $2,745,217.

    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 46,816 shares
    Change vs previous 13F -322 shares

    0.2% of the 13F portfolio, value $2,747,656.

    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 47,138 shares
    Change vs previous 13F -9,734 shares

    0.19% of the 13F portfolio, value $2,602,025.

    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 56,872 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,821,000.

    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).