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Polaris Wealth Advisory Group, LLC: HMC position timeline

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

Polaris Wealth Advisory Group, LLC held 188,459 HMC 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 188,459 shares
    Change vs previous 13F -43,918 shares

    0.48% of the 13F portfolio, value $6,339,761.

    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 232,377 shares
    Change vs previous 13F -8,953 shares

    0.53% of the 13F portfolio, value $7,043,332.

    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 241,330 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,392,832.

    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).