Polaris Wealth Advisory Group, LLC: IGOV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polaris Wealth Advisory Group, LLC on IGOV, newest first. How the timeline and the estimate are built.
Polaris Wealth Advisory Group, LLC held 63,922 IGOV shares at 2023-09-30 per its 13F-HR filed 2023-10-11.
the latest 13F is the newest step
- period ended2023-09-3013F 63,922 sharesChange vs previous 13F -5,725 shares
0.18% of the 13F portfolio, value $2,375,969.
13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 69,647 sharesChange vs previous 13F -2,566 shares
0.21% of the 13F portfolio, value $2,757,316.
13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 72,213 sharesChange vs previous 13F -781 shares
0.21% of the 13F portfolio, value $2,903,676.
13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 72,994 sharesChange vs previous 13F -389 shares
0.22% of the 13F portfolio, value $2,935,071.
13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 73,383 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $2,652,000.
13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).