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Polaris Wealth Advisory Group, LLC: F position timeline

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

Polaris Wealth Advisory Group, LLC held 0 F shares at 2022-12-31 per its 13F-HR filed 2023-01-19.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 0 shares
    Change vs previous 13F -21,130 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2022-09-30
    13F 21,130 shares
    Change vs previous 13F -1,961 shares

    0.02% of the 13F portfolio, value $240,000.

    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).

  3. period ended2022-06-30
    13F 23,091 shares
    Change vs previous 13F -3,346 shares

    0.02% of the 13F portfolio, value $257,000.

    13F-HR 0001582968-22-000001 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).

  4. period ended2022-03-31
    13F 26,437 shares
    Change vs previous 13F -1,126,607 shares

    0.03% of the 13F portfolio, value $396,000.

    13F-HR 0001104659-22-047179 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 ended2021-12-31
    13F 1,153,044 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $23,949,000.

    13F-HR 0001104659-22-007802 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).