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Polaris Wealth Advisory Group, LLC: MNST position timeline

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

Polaris Wealth Advisory Group, LLC held 19,326 MNST 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 19,326 shares
    Change vs previous 13F +3,156 shares

    0.08% of the 13F portfolio, value $1,023,312.

    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 16,170 shares
    Change vs previous 13F -904 shares

    0.07% of the 13F portfolio, value $928,805.

    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 17,074 shares
    Change vs previous 13F +1,207 shares

    0.07% of the 13F portfolio, value $922,167.

    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 15,867 shares
    Change vs previous 13F -2,036 shares

    0.12% of the 13F portfolio, value $1,613,515.

    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 17,903 shares
    Change vs previous 13F +440 shares

    0.14% of the 13F portfolio, value $1,630,000.

    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 17,463 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,619,000.

    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).