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Polaris Wealth Advisory Group, LLC: IEI position timeline

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

Polaris Wealth Advisory Group, LLC held 280,464 IEI 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 280,464 shares
    Change vs previous 13F -5,176 shares

    2.41% of the 13F portfolio, value $31,737,271.

    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 285,640 shares
    Change vs previous 13F -8,056 shares

    2.5% of the 13F portfolio, value $32,922,869.

    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 293,696 shares
    Change vs previous 13F -12,808 shares

    2.55% of the 13F portfolio, value $34,553,280.

    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 306,504 shares
    Change vs previous 13F +28,128 shares

    2.67% of the 13F portfolio, value $35,799,633.

    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 278,376 shares
    Change vs previous 13F -53,780 shares

    2.63% of the 13F portfolio, value $31,596,000.

    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 332,156 shares
    Change vs previous 13F +185,913 shares

    3.17% of the 13F portfolio, value $39,639,000.

    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 146,243 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $17,649,000.

    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).