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Polaris Wealth Advisory Group, LLC: LOW position timeline

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

Polaris Wealth Advisory Group, LLC held 36,858 LOW 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 36,858 shares
    Change vs previous 13F +330 shares

    0.58% of the 13F portfolio, value $7,660,579.

    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 36,528 shares
    Change vs previous 13F -1,464 shares

    0.63% of the 13F portfolio, value $8,244,275.

    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 37,992 shares
    Change vs previous 13F -118,043 shares

    0.56% of the 13F portfolio, value $7,597,259.

    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 156,035 shares
    Change vs previous 13F -3,000 shares

    2.42% of the 13F portfolio, value $32,547,429.

    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 159,035 shares
    Change vs previous 13F +222 shares

    2.58% of the 13F portfolio, value $30,996,000.

    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 158,813 shares
    Change vs previous 13F +42,272 shares

    2.22% of the 13F portfolio, value $27,740,000.

    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 116,541 shares
    Change vs previous 13F +9,323 shares

    1.58% of the 13F portfolio, value $23,616,000.

    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 107,218 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $27,714,000.

    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).