Skip to content
Disclosery

Polaris Wealth Advisory Group, LLC: GOOGL position timeline

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

Polaris Wealth Advisory Group, LLC held 95,214 GOOGL 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 95,214 shares
    Change vs previous 13F +11,359 shares

    0.95% of the 13F portfolio, value $12,459,704.

    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 83,855 shares
    Change vs previous 13F -13,252 shares

    0.76% of the 13F portfolio, value $10,037,384.

    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 97,107 shares
    Change vs previous 13F +90 shares

    0.74% of the 13F portfolio, value $10,072,909.

    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 97,017 shares
    Change vs previous 13F +5,153 shares

    0.66% of the 13F portfolio, value $8,878,996.

    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 91,864 shares
    Change vs previous 13F +87,537 shares

    0.75% of the 13F portfolio, value $8,990,000.

    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).

  6. period ended2022-06-30
    13F 4,327 shares
    Change vs previous 13F -454 shares

    0.75% of the 13F portfolio, value $9,430,000.

    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).

  7. period ended2022-03-31
    13F 4,781 shares
    Change vs previous 13F +387 shares

    0.87% of the 13F portfolio, value $12,994,000.

    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).

  8. period ended2021-12-31
    13F 4,394 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $12,730,000.

    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).