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Polaris Wealth Advisory Group, LLC: IWF position timeline

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

Polaris Wealth Advisory Group, LLC held 150,292 IWF 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 150,292 shares
    Change vs previous 13F -10,416 shares

    3.04% of the 13F portfolio, value $39,976,196.

    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 160,708 shares
    Change vs previous 13F +66,530 shares

    3.35% of the 13F portfolio, value $44,223,655.

    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 94,178 shares
    Change vs previous 13F -21,941 shares

    1.7% of the 13F portfolio, value $23,010,416.

    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 116,119 shares
    Change vs previous 13F -2,733 shares

    1.92% of the 13F portfolio, value $25,716,812.

    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 118,852 shares
    Change vs previous 13F +55,734 shares

    2.08% of the 13F portfolio, value $25,043,000.

    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 63,118 shares
    Change vs previous 13F -1,867 shares

    1.1% of the 13F portfolio, value $13,804,000.

    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 64,985 shares
    Change vs previous 13F -30,292 shares

    1.18% of the 13F portfolio, value $17,712,000.

    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 95,277 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $29,116,000.

    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).