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Polaris Wealth Advisory Group, LLC: IGIB position timeline

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

Polaris Wealth Advisory Group, LLC held 863,704 IGIB 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 863,704 shares
    Change vs previous 13F +202,096 shares

    3.2% of the 13F portfolio, value $42,019,212.

    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 661,608 shares
    Change vs previous 13F -199,555 shares

    2.54% of the 13F portfolio, value $33,457,509.

    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 861,163 shares
    Change vs previous 13F +150,734 shares

    3.26% of the 13F portfolio, value $44,160,462.

    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 710,429 shares
    Change vs previous 13F +77,053 shares

    2.7% of the 13F portfolio, value $36,196,338.

    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 633,376 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $30,351,000.

    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).