Polaris Wealth Advisory Group, LLC: EWS position timeline

Polaris Wealth Advisory Group, LLC held 19,170 EWS 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 19,170 shares

   Change vs previous 13F -1,114 shares

   0.03% of the 13F portfolio, value $351,776.

   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 20,284 shares

   Change vs previous 13F +631 shares

   0.03% of the 13F portfolio, value $375,462.

   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 19,653 shares

   Change vs previous 13F -157 shares

   0.03% of the 13F portfolio, value $390,118.

   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 19,810 shares

   Change vs previous 13F +36 shares

   0.03% of the 13F portfolio, value $384,906.

   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 19,774 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $339,000.

   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).