Polaris Wealth Advisory Group, LLC: EWP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polaris Wealth Advisory Group, LLC on EWP, newest first. How the timeline and the estimate are built.
Polaris Wealth Advisory Group, LLC held 38,216 EWP shares at 2023-09-30 per its 13F-HR filed 2023-10-11.
the latest 13F is the newest step
- period ended2023-09-3013F 38,216 sharesChange vs previous 13F -1,944 shares
0.08% of the 13F portfolio, value $1,050,930.
13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 40,160 sharesChange vs previous 13F +507 shares
0.09% of the 13F portfolio, value $1,160,636.
13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 39,653 sharesChange vs previous 13F -518 shares
0.08% of the 13F portfolio, value $1,105,133.
13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 40,171 sharesChange vs previous 13F +613 shares
0.08% of the 13F portfolio, value $1,040,022.
13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 39,558 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $789,000.
13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).