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Polaris Wealth Advisory Group, LLC: META position timeline

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

Polaris Wealth Advisory Group, LLC held 12,240 META 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 12,240 shares
    Change vs previous 13F -70,630 shares

    0.28% of the 13F portfolio, value $3,674,570.

    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 82,870 shares
    Change vs previous 13F -38,124 shares

    1.8% of the 13F portfolio, value $23,781,889.

    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 120,994 shares
    Change vs previous 13F +59,953 shares

    1.89% of the 13F portfolio, value $25,643,468.

    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 61,041 shares
    Change vs previous 13F -13,231 shares

    0.6% of the 13F portfolio, value $8,111,738.

    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 74,272 shares
    Change vs previous 13F +27,238 shares

    0.83% of the 13F portfolio, value $9,937,000.

    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 47,034 shares
    Change vs previous 13F -4,033 shares

    0.61% of the 13F portfolio, value $7,584,000.

    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 51,067 shares
    Change vs previous 13F +14,941 shares

    0.76% of the 13F portfolio, value $11,385,000.

    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 36,126 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $12,151,000.

    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).