Polaris Wealth Advisory Group, LLC: MBB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polaris Wealth Advisory Group, LLC on MBB, newest first. How the timeline and the estimate are built.
Polaris Wealth Advisory Group, LLC held 83,738 MBB shares at 2023-09-30 per its 13F-HR filed 2023-10-11.
the latest 13F is the newest step
- period ended2023-09-3013F 83,738 sharesChange vs previous 13F +83,738 shares
0.57% of the 13F portfolio, value $7,435,934.
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 ended2022-09-3013F 0 sharesChange vs previous 13F -403,580 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2022-06-3013F 403,580 sharesChange vs previous 13F +20,354 shares
3.15% of the 13F portfolio, value $39,345,000.
13F-HR 0001582968-22-000001 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 ended2022-03-3113F 383,226 sharesChange vs previous 13F +376,092 shares
2.56% of the 13F portfolio, value $38,315,000.
13F-HR 0001104659-22-047179 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 ended2021-12-3113F 7,134 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $766,000.
13F-HR 0001104659-22-007802 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).