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Polaris Wealth Advisory Group, LLC: KLAC position timeline

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

Polaris Wealth Advisory Group, LLC held 12,219 KLAC 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 12,219 shares
    Change vs previous 13F +1,200 shares

    0.43% of the 13F portfolio, value $5,604,562.

    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 11,019 shares
    Change vs previous 13F -385 shares

    0.41% of the 13F portfolio, value $5,344,544.

    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 11,404 shares
    Change vs previous 13F +9,372 shares

    0.34% of the 13F portfolio, value $4,552,151.

    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 2,032 shares
    Change vs previous 13F -303 shares

    0.06% of the 13F portfolio, value $851,730.

    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 2,335 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $699,000.

    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 2,313 shares
    Change vs previous 13F -12,803 shares

    0.06% of the 13F portfolio, value $738,000.

    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 15,116 shares
    Change vs previous 13F -68,002 shares

    0.36% of the 13F portfolio, value $5,337,000.

    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 83,118 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $35,750,000.

    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).