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Polaris Wealth Advisory Group, LLC: MSFT position timeline

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

Polaris Wealth Advisory Group, LLC held 117,599 MSFT 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 117,599 shares
    Change vs previous 13F +21,261 shares

    2.83% of the 13F portfolio, value $37,131,968.

    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 96,338 shares
    Change vs previous 13F -19,891 shares

    2.49% of the 13F portfolio, value $32,806,794.

    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 116,229 shares
    Change vs previous 13F -3,576 shares

    2.47% of the 13F portfolio, value $33,508,847.

    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 119,805 shares
    Change vs previous 13F -12,279 shares

    2.1% of the 13F portfolio, value $28,246,444.

    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 132,084 shares
    Change vs previous 13F -2,074 shares

    2.52% of the 13F portfolio, value $30,280,000.

    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 134,158 shares
    Change vs previous 13F +29,947 shares

    2.75% of the 13F portfolio, value $34,456,000.

    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 104,211 shares
    Change vs previous 13F -4,513 shares

    2.1% of the 13F portfolio, value $31,406,000.

    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 108,724 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $36,566,000.

    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).