Skip to content

Polaris Wealth Advisory Group, LLC: EWU position timeline

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

Polaris Wealth Advisory Group, LLC held 41,854 EWU 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 41,854 shares
    Change vs previous 13F -2,305 shares

    0.1% of the 13F portfolio, value $1,324,263.

    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 44,159 shares
    Change vs previous 13F +835 shares

    0.11% of the 13F portfolio, value $1,428,536.

    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 43,324 shares
    Change vs previous 13F -301 shares

    0.1% of the 13F portfolio, value $1,397,647.

    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 43,625 shares
    Change vs previous 13F -260 shares

    0.1% of the 13F portfolio, value $1,396,006.

    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 43,885 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,161,000.

    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).