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Polaris Wealth Advisory Group, LLC: NKE position timeline

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

Polaris Wealth Advisory Group, LLC held 135,410 NKE 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 135,410 shares
    Change vs previous 13F +89,714 shares

    0.99% of the 13F portfolio, value $12,947,940.

    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 45,696 shares
    Change vs previous 13F -1,051 shares

    0.38% of the 13F portfolio, value $5,043,491.

    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 46,747 shares
    Change vs previous 13F -10,363 shares

    0.42% of the 13F portfolio, value $5,732,993.

    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 57,110 shares
    Change vs previous 13F -25,269 shares

    0.54% of the 13F portfolio, value $7,306,706.

    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 82,379 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $7,141,000.

    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).