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Polaris Wealth Advisory Group, LLC: IVE position timeline

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

Polaris Wealth Advisory Group, LLC held 252,298 IVE 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 252,298 shares
    Change vs previous 13F -16,193 shares

    2.95% of the 13F portfolio, value $38,813,536.

    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 268,491 shares
    Change vs previous 13F +129,065 shares

    3.28% of the 13F portfolio, value $43,278,077.

    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 139,426 shares
    Change vs previous 13F -100,027 shares

    1.56% of the 13F portfolio, value $21,159,283.

    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 239,453 shares
    Change vs previous 13F +43,757 shares

    2.71% of the 13F portfolio, value $36,432,841.

    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 195,696 shares
    Change vs previous 13F -5,595 shares

    2.13% of the 13F portfolio, value $25,550,000.

    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 201,291 shares
    Change vs previous 13F -16,174 shares

    2.21% of the 13F portfolio, value $27,669,000.

    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 217,465 shares
    Change vs previous 13F +37,085 shares

    2.27% of the 13F portfolio, value $33,942,000.

    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 180,380 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $28,253,000.

    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).