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Polaris Wealth Advisory Group, LLC: HD position timeline

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

Polaris Wealth Advisory Group, LLC held 53,388 HD 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 53,388 shares
    Change vs previous 13F +930 shares

    1.23% of the 13F portfolio, value $16,131,737.

    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 52,458 shares
    Change vs previous 13F -1,993 shares

    1.24% of the 13F portfolio, value $16,295,417.

    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 54,451 shares
    Change vs previous 13F +28,059 shares

    1.18% of the 13F portfolio, value $16,069,464.

    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 26,392 shares
    Change vs previous 13F -2,992 shares

    0.65% of the 13F portfolio, value $8,682,972.

    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 29,384 shares
    Change vs previous 13F -1,115 shares

    0.69% of the 13F portfolio, value $8,300,000.

    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 30,499 shares
    Change vs previous 13F -3,538 shares

    0.67% of the 13F portfolio, value $8,365,000.

    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 34,037 shares
    Change vs previous 13F +28,894 shares

    0.69% of the 13F portfolio, value $10,305,000.

    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 5,143 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,134,000.

    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).