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Polaris Wealth Advisory Group, LLC: FDX position timeline

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

Polaris Wealth Advisory Group, LLC held 73,917 FDX 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 73,917 shares
    Change vs previous 13F +8,738 shares

    1.49% of the 13F portfolio, value $19,582,101.

    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 65,179 shares
    Change vs previous 13F -10,597 shares

    1.23% of the 13F portfolio, value $16,157,779.

    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 75,776 shares
    Change vs previous 13F +36,476 shares

    1.28% of the 13F portfolio, value $17,314,058.

    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 39,300 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $7,553,460.

    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).